“Never sign a contract as is. Get aforementioned ERISA attorney involved.”

Frank Panaccio · Relentless Health Value · EP533: Level Funding Is Self-funding: 5 Avoidable Contract Risks, With Frank Pennachio

Play from 25:26
25:26

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What was described

Advise plan sponsors to never sign a contract as-is and to involve an ERISA attorney in negotiations

Said nearby on the same subject

“…they are signing contracts that have embedded in them ERISA violations… we want to negotiate and not sign contracts as is…”
FP
Frank Panaccio
Relentless Health Value ·
How they work Share this moment
“…the plan sponsor owns the data. The plan sponsor must have access to the data… they’ve signed the rights away when they signed the contract.”
FP
Frank Panaccio
Relentless Health Value ·
Why it worked Share this moment
“You just bring your most recent statement in, you sign some paperwork, and a week or two later, everything shows up as is… you’re not going to pay any taxes because the funds move over as is.”
♫
Said on Tony Robbins Podcast Daily
How they work 1-2 weeks for transfer Share this moment
“Defining the role is easier before the employee starts… Resolving scope is easier before the contract is signed… Planning the project is easier before the crew's mobilized.”
TD
Todd DeWalt
The Construction Leading Edge Podcast ·
How they work Share this moment

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