regulatory compliance
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Best Practices for Your Plan Fiduciary
- April 23, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsGoverning a qualified retirement plan requires the plan fiduciaries to be able to understand and apply complex regulations found in the Internal Revenue Code and ERISA. We’re looking at a guide that you can use to be sure your plan fiduciary is following best practices while governing your plan.
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TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!
Mitchell Reiner, CFP®, CIMA®
Capital Investment Advisors