Choosing Retirement Plan Service Providers Checklist | Practical Law

Choosing Retirement Plan Service Providers Checklist | Practical Law

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Choosing Retirement Plan Service Providers Checklist

Practical Law Checklist 8-616-8348 (Approx. 16 pages)

Choosing Retirement Plan Service Providers Checklist

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Checklist providing plan sponsors of qualified retirement plans governed by the Employee Retirement Income Security Act of 1974 (ERISA) with an overview of the types of service providers that may be engaged to assist with plan administration and compliance. The Checklist compares bundled and unbundled service options and discusses the typical duties for each type of plan service provider.