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Authorized Plan Representatives for Your Governmental 457(b) or 401(a) Plan

Authorized Plan Representatives for Your Governmental 457(b) or 401(a) Plan

by Jeff Chang | Apr 28, 2021 | 401(a), 457(b) Plans, Fiduciary Duties, Plan Administration, Record-keeping

Whenever you engage a new recordkeeper for your governmental 457(b) or 401(a) plan, the plan sponsor will be asked to complete, sign and return an authorized plan representatives form (APRF). The APRF designates the so-called “contact persons” and the plan sponsor...

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