The Gordon Asset Management Podcast

#28 - 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
#28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit
The Gordon Asset Management Podcast
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The Gordon Asset Management Podcast
#28 - 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