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

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Manage episode 294191016 series 2792741
Content provided by Gordon Asset Management, LLC, Gordon Asset Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gordon Asset Management, LLC, Gordon Asset Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 294191016 series 2792741
Content provided by Gordon Asset Management, LLC, Gordon Asset Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gordon Asset Management, LLC, Gordon Asset Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

44 episodes

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