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

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. 

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