Myth Series #9: When Transferring Service Providers, There Are No Pitfalls. Part 1 – Protected Benefits

PUTTING PEOPLE FIRST

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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