As a financial advisor, you\u2019ve been volunteered as a plan ombudsman and the problem is that you probably don\u2019t have the knowledge of an ERISA expert.<\/p>\n
That\u2019s why it\u2019s important to work with ERISA experts like ERISA attorneys, and especially the third-party administrator (TPA). Let the TPA do their job, whether it\u2019s the administration or fixing the problems of the previous TPA. While you\u2019re worried about your client and your relationship, trust the competent plan providers that the plan sponsor has selected and get out of the way.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" As a financial advisor, you\u2019ve been volunteered as a plan ombudsman and the problem is that you probably don\u2019t have the knowledge of an ERISA expert. That\u2019s why it\u2019s important to work with ERISA experts like ERISA attorneys, and especially … Continue reading