How Mandatory Force-Outs Turned into a Fiduciary Concern

The mandatory force-out used to be an administrative afterthought.  Use what the record keeper offered and move on.  As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate.  We discuss key factors fiduciaries need to consider when evaluating auto rollover service providers.  Auto rollovers and ancillary items are covered under several Fi360 prudent practices.

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Presenters:
Jeff Linkowski, Director of Sales, FPS Trust
Mark Koeppen, SVP, Strategic Rollovers, FPS Trust

Moderated by Blaine Aikin, Executive Chairman, Fi360


Fi360

Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.

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