Fiduciary Risks: A Retirement Plan Checkup

Presented by

Nick Economos, Miaciah Manuel

About this talk

An educational webinar on a simple process to help plan sponsors meet their fiduciary duties. We'll perform a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps will help attendees begin to assess the state of retirement at their company and map out a path forward.

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Educational webcasts presented by fiduciary financial advisors to help you improve your financial life - from investments and financial planning to 401(k) and defined benefit pension plans - we are here to help.