Plan Design Consultants, Inc. |
EPIC Retirement Plan Services |
Retirement Plan Sales Consultant Primark Benefits |
AimPoint Group |
Member Services Representative DC Retirement Board |
Senior Defined Contribution Account Manager Nova 401(k) Associates |
Defined Contributions Consultant LDSCO |
Nicholas Pension Consultants |
Recordkeeper & Customer Service Specialist Heritage Pension Advisors, Inc. |
Pentegra |
DC Retirement Board |
IUOE Local No. 478 Employee Benefit Funds |
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EBSA Issues Guidance on Disclosure of Phone Call Recordings Robinson & Cole LLP ![]() [Guidance Overview] June 18, 2021 "Benefits claim fiduciaries may wish to consider their internal systems for recording calls, and for tracking and locating any recordings that are made. In particular, they may wish to consider developing a procedure or guideline concerning when calls can or should be recorded, and what is done with a recording after it is made. In addition, fiduciaries may wish to consider whether such recordings, if made, should automatically be included in the claim file." |
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