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Challenge #4: Transition Process

“Can we make this any easier?”

We’re not going to sugarcoat this. When evaluating new 401(k) services, recordkeeping and related administrative services are a critical consideration.

The transition itself will take time and energy away from your core business activities. Preparation is key, but even so, hiccups happen. For example, your existing recordkeeper may require as long as a 60-day notice before you can shift your plan to a new relationship. 

For ongoing administration, it’s one thing to promise worry-free recordkeeping and administration; it’s quite another to deliver on that promise. Sponsors who assume one TPA is about the same as the next may be setting themselves up for disappointment if they fail to do their due diligence.

The Rockbridge Remedy: Having managed 401(k) plans since their advent in 1991, we’ve seen the good, the bad and the ugly sides of plan administration. Just as we can’t eliminate market uncertainty, neither can we guarantee obstacle-free plan administration. But we can offer you our solid experience, to effectively prepare you for the kinds of challenges that may arise, and to stand by your side to help you resolve those that do.
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