Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Retirement Plan Distribution Specialist

Karel-Gordon & Associates
(Northbrook IL)

Karel-Gordon & Associates logo

401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

Associate

Actuarial Benefits & Design Company
(Telecommute / VA)

ESOP Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Client Manager

CMC Pension Professionals
(Telecommute / CA)

CMC Pension Professionals logo

Document Specialist

Definiti
(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

Definiti logo

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Retirement Plan Administrator

Atlantic Pension Services Inc
(Telecommute / Kennett Square PA)

Atlantic Pension Services Inc logo

Manager, Defined Contribution Administration

Definiti
(Telecommute / The Woodlands TX / University Place WA / Dallas TX / Erie PA / Canonsburg PA / West Palm Beach FL)

Definiti logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More fi360 Webcasts and Conferences

Step 1 of the Fiduciary Process: Organizing the Client Engagement

fi360

May 16, 2019
Recorded Online
Webcast

Acting as a fiduciary in the role of a professional service provider requires being organized. You and all other parties associated with the account need to be aware of your responsibilities, have complete documentation of your relationships, identify and address conflicts of interest, and ensure that assets have sufficient protections from theft and embezzlement. These steps, taken at the outset of the engagement, ensure that the relationship has a strong foundation upon which to build a successful investment program that is in the best interests of the investors and beneficiaries.

This session is an overview of the first step in a prudent investment process and a discussion on what advisors and other service providers need to consider when acting in a fiduciary capacity. It is appropriate as both an introduction to fiduciary responsibility for those who are inexperienced with acting as a fiduciary and as a refresher for experienced advisors who have fiduciary training and a track record of supporting fiduciary clients.

Download Webinar Slides

Presenters:

  • Rich Lynch, AIFA®, Director, Fi360
  • Bennett Aikin, AIF®, VP, Designations, Fi360

More Information, How to Register

© 2021 BenefitsLink.com, Inc.