How Mandatory Force-Outs Turned into a Fiduciary Concern
Presenters: Jeff Linkowski, Director of Sales, FPS Trust and Mark Koeppen, SVP, Strategic Rollovers, FPS Trust
Moderated by Blaine Aikin, Executive Chairman, Fi360
October 16, 2018
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.