401(k) Fridays Podcast
To Bundle Or Unbundled 401(k) Administration: Important Questions For An Important Decision
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:46:46
- More information
Informações:
Synopsis
Somewhere in the lifecycle of most retirement plans, employers are faced with the inevitable decision, should I bundle or unbundle the administration of my plan? There are several different perspectives on that question and some important considerations that employers should keep in mind. To help sort though this, I was excited to welcome back Doug Van Galder, he would call himself a recovering Third Party Administrator and is now a compliance analyst with the ERISA law firm Boutwell Fay. During our conversation we define the difference between recordkeeping and administration, discuss the profiles of groups who are more to unbundle administration and leave everyone with a few more thoughts to help guide you through the inevitable decision to bundle or unbundle the administration of your retirement plan. Guest Bio Douglas Van Galder is a Compliance Analyst who is committed to the favorable tax-qualified status and success of the private and public pension systems in America. Therefore, Doug assists Boutwe