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Businesses that provide recordkeeping services to 401(k) type retirement plans are merging at a dizzying rate. The hope is that these continued transactions are favorable for the industry, leading to enhancements in technology and services, with economies of scale driving better experiences and outcomes for plan sponsors and their participants.
But consolidation doesn’t automatically mean improved innovation. The frequency of these changes and the different benefits and challenges that can come from each transaction make it as important as ever for plan fiduciaries to perform periodic due diligence of the marketplace.
Learn what plan fiduciaries should do when their recordkeeper merges.
About our host
Ronald E. Hagan is chairman of Roland|Criss’ Risk Standards Committee. Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974. He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series.
