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

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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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Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

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

Putting People First.

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