Loan & Distribution Specialist AimPoint Pension
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Bates & Company, Inc.
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
401(k) Third Party Administrator vs. Advisors: Key Differences
ForUsAll Nov. 27, 2017 "Outside of TPA/administrative work, an advisor may take on other responsibilities for your plan, such as: [1] Assuming fiduciary liability ... [2] Providing participant education ... [3] Monitoring eligibility for participants;[4] Making plan design recommendations; [5] Conducting investment reviews; [6] Updating the investment lineup; [7] Signing your form 5500; [8] Performing compliance checks; [9] Advising on alternative savings methods." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |