Of Course Your Clients Are Fiduciaries

When 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 execute their role well.

Know more at https://www.pentegra.com/expertise/advisor-connect/course-clients-fiduciaries/