Carpenter Morse Group |
Retirement Plan Legal Specialist Pentegra |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Central Pension Fund of the IUOE |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Trucker Huss, A Professional Corporation |
Prime Pensions, Inc. |
Bates & Company |
Central Pension Fund of the IUOE |
United 401(k) Plans, Inc. |
Nova 401(k) Associates |
Nicholas Pension Consultants |
Compass Retirement Consulting Group, Inc. |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
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Participant Data: Plan Asset, or Fair Game for Recordkeeper Marketing of Non-Plan Products? Trucker Huss ![]() Apr. 30, 2021 "So far, one district court in the Seventh Circuit and one district court in the Fifth Circuit have found that participant data is not a plan asset.... While this issue plays out further in the courts ... plan fiduciaries [should] review their own recordkeeping agreements and consider adding cross-selling restrictions if they want to preclude their recordkeepers from using participant data for cross-selling purposes in the future." |
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