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Fiduciary: What Kind is Your Plan Advisor?

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and 403b plan sponsors are paying more attention to the fiduciary status of their advisor.

Hear first hand from a plan sponsor attending a TPSU program at Randolph Macon College how she realized that her advisor was not taking full fiduciary responsibility and why she was comfortable with that.

Also, hear her thoughts about her retirement committee and how her organization is handling loans effectively.


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Retirement Committee Trustees Immediately Accept Fiduciary Responsibility

  Retirement committee trustees frequently accept their positions without fully comprehending the responsibility.  Therefore, new retirement committee trustees do not always realize the magnitude of the commitment they have made to the plan participants.  Learning the nuances associated with serving ...