Joanne Swerdlin Discusses ESOPs as a Retirement Savings Vehicle

By Rebecca Moore March 22, 2019

In a recent  PLANSPONSOR article, Joanne Swerdlin discusses ​ESOPs as a retirement savings vehicle. “​​A well-designed ESOP with a well-managed ‘repurchase obligation’ strategy is an effective ongoing…

Rick Irace Discusses Recordkeeper Conversion Process

By Lee Barney February 21, 2019

In a recent article published by PLANSPONSOR, ​​chief operating officer Rick Irace discusses the importance of ensuring the accuracy of data from previous service providers when converting a retirement plan…

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