Advisor Connect

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Of Course Your Clients Are Fiduciaries

posted on 1/19/2018 10:50:00 AM

Download The Companion DocumentWhen it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan Sponsors are, by definition, a fiduciary of their own plan as they exercise control and act on behalf of the plan. Some number of plan sponsors don’t know this even though we try to do our best to make this clear. There are real and serious consequences for them and for your relationship with them if they don’t ...