Do You Measure the Service Quality of Your Plan Providers?

October 18, 2013 at 12:33 pm Leave a comment

No client is the same, and no retirement plan provider is the same.  Do you have a method for ensuring your expectations are met?  Do you discuss your goals with your provider during the hiring process?  Do you have at least an annual review of their performance?

Have you ensured they follow through on their word?  Are they timely?  Do they balance great customer service with high quality results?  Do they listen to you?  Do they understand your needs?  If not and the situation cannot be salvaged with a frank discussion with your provider, it may be time to move on.

Please consider buying my book, A Short Guide to Finding a High Value, Low Fee Third Party Administrator (TPA) for Your Retirement Plan, available at amazon.com and directly from the publisher at https://www.createspace.com/3964647. My goal is to help plan sponsors make the best decision they can when selecting a TPA.

Thanks for reading and have a wonderful day! Please be sure to sign up for my blog and follow me on twitter @ChristineGurney, follow me on Pinterest at http://www.pinterest.com/chrisgurneyerpa/, and like my Facebook page at https://www.facebook.com/ChristineGurneyHsiung.

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Keeping Your Word for Financial Service Professionals Internal Controls for Your Retirement Plan

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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