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FF5 #44 - ERISA Fiduciary Training
Manage episode 460375025 series 3565044
المحتوى المقدم من Eric Dyson. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Eric Dyson أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of ERISA fiduciary training for plan committee members, emphasizing that those with the most responsibility and liability often receive the least training. He highlights the need for clear, dedicated training sessions rather than brief mentions in quarterly meetings.
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.
The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.
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