Gordon Asset Management Podcast

QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit

June 04, 2021 Gordon Asset Management, LLC
Gordon Asset Management Podcast
QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
Chapters
Gordon Asset Management Podcast
QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
Jun 04, 2021
Gordon Asset Management, LLC
Is your personal data a plan asset or can service providers use this data to cross-sell financial products?  In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. 

For more information about our firm, please visit www.WealthQB.com

Show Notes
Is your personal data a plan asset or can service providers use this data to cross-sell financial products?  In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. 

For more information about our firm, please visit www.WealthQB.com