Employees are changing jobs more frequently than ever before, a trend that leads to wasted time and money on
administration of their left behind savings. Additional plan fees, disproportionate cost-shifting to accounts with higher balances and increased fiduciary responsibility are just some of the
issues fiduciaries face when employees move on.
Our innovative approach uses technology and talent to speed the process along for you. The two requirements of the Plan Sponsor are:
Contact Mark Koeppen at
Return Service Agreement to: firstname.lastname@example.org
"Most of what we say and do is not essential. If you can eliminate it, you'll have more time, and more tranquility. Ask yourself at every moment, 'Is this necessary?'"
- Marcus Aurelius
Roman Emperor 161-180 AD