Adam Pozek

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Advantages abound for the outside-the-box retirement adviser and willing clients who are serious about savings.