Webinar Recording: Navigating Retirement Plan Transitions

Transitioning your retirement plan from one recordkeeper to another can be a complicated process. To help you navigate this process smoothly, our consultant, Breion Rollins, presented a webinar designed to assist you in successfully managing the challenges of recordkeeper transitions.

In this webinar, we discussed:

• What is a retirement plan transition?
• Key stages of the recordkeeping conversion process
• Preparation, best practices, and post-transition strategies to ensure a successful transition