A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.
Regulatory & compliance | education
Plan committee members’ fiduciary training should never end.
In terms of plan investing, fiduciary duty continues to come first.
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces and their retirement plan committees.
Advisers can help with the functions of a committee—even a three-member one.