401(k) Specialist: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
Our Chief Solutions Officer Bonnie Treichel recently sat down with 401(k) Specialist Magazine to discuss how plan sponsors and advisors can manage litigation risk for 401(k) plans – both large and small – amidst ongoing litigation trends.
Key Takeaways
- Hire the right partners
- Understand who your partners are, what data you’ve given them access to, how they’re protecting it, and if they are giving that data to any third party
- Keep a strong fiduciary file
