Kevin Burch

Kevin Burch

Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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When Retirement Plan Service Providers Use Plan Participant Data for Purposes Unrelated to a Plan? What Employers Need to Know

There is a growing trend of using participant data to cross-sell financial products unrelated to plan recordkeeping by large recordkeepers and asset custodians of employer-sponsored retirement plans. In light of the fact that...more

4/8/2022  /  Benefit Plan Sponsors , Employee Retirement Income Security Act (ERISA) , Fiduciary Duty , Personal Data , Retirement Plan
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