Finding Retirement Plan Service Providers

January 13, 2015 at 12:24 pm Leave a comment

In the latest issue of Benefits Quarterly, an article, ” A Right Way to Find the Retirement Plan Provider” by Todd Timmerman was published where the author sketches out the basic steps of searching for a provider. In addition, he made interesting notes about checking for superior client retention rates and participant satisfaction data (Timmerman, Todd (2014). A Right Way to Find the Retirement Plan Provider. Benefits Quarterly Magazine, 30 (4), 34-37.). Although some providers may not calculate these figures, they are certainly good measures of quality. I was most surprised that the author neglected to discuss qualifications, and the plan sponsor’s duty to contract with competent providers. In addition, I always feel it is critical to ensure you are dealing with ethical providers. That said, I think it was an excellent starting place.

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IL Secure Choice Savings Program for Retirement Employer Resource Offerings for Participants

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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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