Videos

Top 10 Fiduciary Tips

Tip #1: Definition of a fiduciary and how it works for you.

Tip #2: Do you know what the fiduciary process entails?

Tip #3: As a fiduciary, what tasks can you delegate?

Tip #4: Who services your retirement plan?

Tip #5: Plan activities to monitor and document.

Tip #6: When it comes to plan fees, is lower always better?

Tip #7: What roles should committee members take?

Tip #8: What if you're audited?

Tip #9: How can you be an informed fiduciary on your retirement plan committee?

Tip #10: Susan wraps up the series with the do's and don'ts of being a fiduciary