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Keeping Track of the Moving Parts in a 401k Plan

  • Broadcast in Business
The 401k Study Group

The 401k Study Group


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Today I chat with Jon Baltes, CEO of QP Steno about how his web-based platform enables HR professionals, Financial Advisors and TPA's to be more transparent and accountable for the work that is being done related to a companies qualifed plan.  Being able to keep track of the work being done by all providers is crucial is today's environment.  Removing overlap, adjusting to participant needs and managing multilple providers can be easily documented by using QP Steno.  Adding transparency and keeping track of fees and services is an ongoing battle, learn how QP Steno can make this task a on-line, documented process. 

QPSteno aggregates the activities of any CSP to a qualified retirement plan—advisers, broker/dealers, recordkeepers, mutual fund companies, third-party administrators (TPAs).

Control is in the hands of the plan trustee, but service provider input is essential. It is similar to a time sheet tracking of time spent on certain activities.