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David Witz

This article originally appeared in the Summer 2016 issue of Plan Consultant.Historically, recordkeepers, not TPAs, have held a leadership position in technology deliverables that are provided to plan sponsors, participants and advisors. The expectation, especially from advisors, for new disruptive... READ MORE
This article originally appeared in the Summer 2015 issue of Plan Consultant. To view a PDF version, please click here.Excessive fees continue to be a hot topic for retirement plan committees to address, including:  determining which share class to use; the amount of revenue sharing paid by... READ MORE
This article originally appeared in the Fall 2014 issue of Plan Consultant. To view a PDF version, please click here.I was recently retained by a law firm on behalf of a client that was randomly audited by the Department of Labor. During the audit, the DOL asked the plan sponsor to provide... READ MORE
This article originally appeared in the Spring 2012 issue of Plan Consultant. To view a PDF version, click here.The following discussion of expertise is based on the author’s experience as an expert witness in ERISA litigation and the development of an advisor expertise evaluation system. Not all... READ MORE