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Of Course Your Clients Are Fiduciaries

2018-08-23 21 Dailymotion

When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well:<br /><br />Plan Sponsors are, by definition, a fiduciary of their own plan as they exercise control and act on behalf of the plan.<br /><br />Some number of plan sponsors don’t know this even though we try to do our best to make this clear.<br /><br />There are real and serious consequences for them and for your relationship with them if they don’t execute their role well.<br /><br />Know more at https://www.pentegra.com/expertise/advisor-connect/course-clients-fiduciaries/

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