| | Benefits & Administration | | Provider Changes Can Pose Records Retention Issues | | Does your prior recordkeeper have the call
center recordings or notes from five years ago? Do you have access to those
recordings or to past defined benefit (DB) plan benefit calculations? Will the
prior recordkeeper respond quickly to data requests to verify a participant’s
claim or to provide information needed for an Internal Revenue Service (IRS)
audit now that you are no longer a client, and no longer pay them? Retirement
plan sponsors should understand their rights and ability to access past records
after a change in recordkeeper or third-party administrator (TPA).Read more > | | | Products, Deals & People | | Manulife Asset Management will use RiskFirst’s
risk analytics platform, PFaroe, to help pension plan clients better
understand their asset, liability and
risk profiles, helping to enable more efficient liability-driven investing
(LDI) and de-risking solutions.Read more > |
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