A new client engaged Innovative to transfer their current plan to a new service provider. During the course of our detailed review, we discovered that certain employees had annuity contracts with death benefits that exceeded the value of their plan investments. See how Innovative helped our client navigate their retirement plan transition to a new service provider and avoided a potential ERISA violation.
What the Horizon $100M Settlement can Teach us about Due Diligence, Oversight, and Fiduciary Responsibility
What the Horizon $100M Settlement can Teach us about Due Diligence, Oversight, and Fiduciary Responsibility Every so often, something happens...
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