“It’s all about (fiduciary) processes”

A green button with the word 401k on it

We want to thank everyone who came out to our Oct. 16 seminar, “Best Practices for Managing Fiduciary Risk,” with speaker Brad Campbell from Drinker Biddle & Reath. We hope that all attendees left with an increased understanding of fiduciary risk and responsibility associated with retirement plans.

We also want to point out a terrific article by PlanSponsor.com that was published ahead of our seminar. The piece, “It’s All About (Fiduciary) Processes,” showcases why our executives feel that managing fiduciary risk in retirement plans starts with having a process in place. “Having a fiduciary process in place that will keep you out of trouble is the most important thing…If the plan sponsor is engaged in using a fiduciary process; it will result in providing what participants need for successful outcomes.”

Check out the entire article through the following link and as always, feel free to reach out to us anytime with questions regarding your retirement plan – PlanSponsor.com.



Nathan Boxx, Bradley Newman, Jason Seltzer

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