Greg Metzger is featured on latest PLANSPONSOR article on what plan sponsors should do if their recordkeeper is merging or getting acquired

Gregory Metzger, our Senior Consultant and Search Practice Leader was featured in PLANSPONSOR’s most recent article on “Plan Sponsor Due Diligence During Recordkeeper Acquisition“, by Rebecca Moore.

“Doing nothing is a decision! Accepting a conversion without evaluation is not prudent. It is in the best interest of the participants to evaluate service. Change may not be necessary but a well-informed decision is required.” – Greg Metzger

PLANSPONSOR_RKmerge_Greg_8-23-2019

Read about the important due diligence plan sponsors should consider when recordkeepers are acquired or merged here.



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