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Did You Know there can be an unlimited number of retirement plan fiduciaries?

There’s no limit on how many retirement plan fiduciaries you can have on a plan. For the next several weeks, we are going to look at the most common  roles and briefly explain what they mean: Plan Sponsor, Plan Administrator, Trustee, ERISA definition 3(21), ERISA 3(38), and “functional.” The important thing to know is “Who is a fiduciary and why?” If you have questions about your plan or want to learn more, please reach out to us.  Tune in next week as we cover these roles and what you need to know about each.

CATEGORY
All News Blog & Articles
Deductions Limits
Innovations
MVP of the Month
Newsletter
Uncategorized
Let's Talk!

If you have questions about what you’re reading, we’ve got you covered. Use our Contact Us form or call:
1-866-687-6877.