Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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How 'Not' to Transition to a New Recordkeeper
Best Best & Krieger LLP Feb. 1, 2017 "Usually, the plan sponsor is so happy to have 'completed' its RFP process that it treats the selection of a record-keeper as the end of the plan migration process -- rather than its beginning.... As the 'arbitrarily-determined' cutover date approaches, the plan sponsor and the plan's retirement committee or fiduciaries are forced to either concede or compromise on ... [the] exact basis upon which and the exact amount the record-keeper is being paid.... [and the] terms and conditions of the administrative services agreement (ASA)." |
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