Season 3 Episode 3 “A Changing Recordkeeper Checklist”

Season 3, Episode 3 – A Changing Recordkeeper Checklist

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers. But—whether for good or ill—a change in recordkeepers is one of those “choices” that plan fiduciaries are expected under ERISA to evaluate as a prudent expert. In this episode, Nevin & Fred cover the key factors.

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