Is Participant Data a Plan Asset? Another Court Says No
By EsqSocial Corporation 02/04/21
One of the novel claims in 401(k) and 403(b) plan litigation has been that vendors violate ERISA when they use participant data to cross sell other products to plan participants. These can include products such as annuities, life insurance, brokerage accounts and wealth management services....
By: Cohen & Buckmann P.C.