Tag Archives: recordkeeper migration

Take a Closer Look at Your 401(a) and 457(b) Plans When You Change Providers

By Jeff Chang Previously, we have discussed a number of the do’s and don’ts of switching plan providers, such as investment advisors and recordkeepers. This post focuses on why plan sponsors, plan administrators and plan recordkeepers all should take greater … Continue reading

Posted in 401(a), 457(b) Plans, Plan Administration, Plan Qualification, record-keeping | Tagged , , , | Leave a comment