Guest JMN Posted October 12, 2011 Posted October 12, 2011 Preparing an investment policy statement is a fiduciary function, right?
QDROphile Posted October 12, 2011 Posted October 12, 2011 Adopting an investment policy is a fiduciary function.
Guest JMN Posted October 13, 2011 Posted October 13, 2011 Adopting an investment policy is a fiduciary function. That's waht I thought, thank you.
jpod Posted October 13, 2011 Posted October 13, 2011 If QDRO didn't intend to draw the distinction, I will. Mere preparation of a policy to be considered for adoption by the appropriate fiduciary(ies) is not a fiduciary function. As a lawyer I have drafted or commented on several for clients and I don't consider that to be a fiduciary act on my part.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now