AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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What's the Impact of Recordkeeper Consolidation?
American Retirement Association [ARA] Apr. 9, 2021 "Roughly two-thirds [of] respondents had worked with recordkeepers undergoing consolidation as the consolidate ... 47% -- Some clients converted, others looked for/found a new provider. 19% -- Clients converted without incident. 17% -- Clients considered alternatives, but converted. 11% -- Clients converted -- but it was rough. 6% -- Clients moved to another provider." |
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