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Switching Retirement Plan Providers in a Changing Market
Society for Human Resource Management [SHRM]; membership may be required to view articleLink to more items from this source
Nov. 3, 2021

"Consolidation seems like bad news when an employer's current record keeper merges with or is acquired by another firm ... Potential good news is that consolidation could lead to record keeper relationships that generate more value for both employers and plan participants.... Better services for lower fees, however, are by no means a given, so regularly shopping around to compare record keepers' services and fees is becoming a prudent part of sponsoring a retirement plan."

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