Retirement Myth: When Transferring Service Providers, There Are No Pitfalls. Part 1 - Protected Benefits

Retirement Myth: When Transferring Service Providers, There Are No Pitfalls. Part 1 - Protected Benefits

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.

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  • SOC TYPE
  • RECERTIFICATION PROVIDER HRCI
  • Best of the Biz
  • 2024 Top-rated Employee Benefits
  • BCCC Business Excellence
  • SHRM RECERTIFICATION PROVIDER
  • Certified WBENC
  • CENTRE FOR FIDUCIARY EXCELLENCE
  • SOC TYPE