record keeper
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Plan Professionals Provide Value Amid COVID-19 Impacts
- April 16, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
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The true impact on retirement plans created by Covid-19 and the CARES Act will not be determined for awhile. This is a great opportunity for retirement plan professionals to assist their plan sponsors and participants in managing the options created by the CARES Act and developing effective communication with plan participants to assist them in managing their retirement assets prudently. We offer a brief list of services that professional, qualified plan service providers can offer to plan sponsors to assist them and their participants in staying on track meeting their retirement goals.
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The Coronavirus, Aid, Relief and Economic Security (CARES) Act
- March 30, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
The Coronavirus, Aid, Relief and Economic Security (CARES) Act contains provisions to allow Plan Sponsors to amend their qualified retirement plan to create additional financial resources for their employees.
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Maintaining Your Recordkeeper Relationship
- November 21, 2018
- Posted by: Jeff Atwell
- Category: Resources
A key element in Defining a Retirement Plan Standard of Excellence is plan governance. Plan fiduciaries should have a good understanding of the services being provided by all the service providers of the plan. There are some important areas to consider in regard to the recordkeeper providing services to the plan, such as compensation, fees, and evaluation of the plan.