servicing strategies
Setting in Stone
Helping plan sponsors make sense of their plan documents
Reported by
Louis Berney
To access this premium content, please sign up for a free account!
You Might Also Like:
Recordkeeper Contracts Can Be Plan Documents, per Federal Appeals Court
The 4th Circuit’s decision strays from what other circuits have held counts as an ERISA-covered document.
Ascensus Uses PlanPort AI Platform For Document Review
The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.
Ex-Wife Awarded Deceased Partner’s Retirement Plan Assets
An appellate court ruling settled a lawsuit over whether a retired worker had properly changed his beneficiary.
