Senior Consultant Chris Garrison Quoted in NBOA

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Independent schools are special places, solely focused on their mission of helping others. Employees of independent schools work there because it’s the lifestyle they have chosen, not to get rich. Their 403(b) plan is essential to their financial security and likely their largest asset. When it comes to saving and investing for retirement, schools understand their employees need more help.

PlanPILOT was pleased to contribute to the National Business Officers Association’s NetAssets magazine in a roundtable discussion to help CFOs and Business Officers understand the CARES Act.

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Evaluating Your Plan's Recordkeeper

Evaluating Your Plan’s Recordkeeper

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Your fiduciary responsibility to your plan participants includes periodically evaluating your plan’s recordkeeper to ensure their processes facilitate the correct execution and reporting of transactions, adherence to federal and state regulations, in addition to the reasonableness of fees in relation with the quality of services provided. With that said, it is important to periodically assess your current recordkeeper. Learn more about the role a plan recordkeeper plays and some of the factors plan sponsors should consider when choosing and evaluating a recordkeeper.

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