Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Senior Plan Consultant

Jocelyn Pension Consulting
(Telecommute / San Rafael CA / Boulder CO)

Jocelyn Pension Consulting logo

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Director of Regulatory Affairs

Health Plans Inc
(Westborough MA)

Health Plans Inc logo

Defined Contribution Plan Administrator

MGKS
(Phoenix AZ)

MGKS logo

Free Daily News and Jobs

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

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
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 3 of the Fiduciary Process: Implementing the Investment Strategy

fi360

Jan. 9, 2018 - Jan. 8, 2018
Recorded Online
Webcast

With an investment strategy in place to meet the goals of the client/beneficiary, the third step of the fiduciary process is all about execution. More specifically, this amounts to having sound processes in place for conducting due diligence, whether on service providers or investments. Step 3 also includes making sure elected Safe Harbor provisions are being followed.

This session is an overview of what it means to have objective, repeatable, and consistently applied procedures in place for implementing an investment mandate. It is appropriate as both an introduction to fiduciary principles 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.

Presenter: Rich Lynch, Director, Fi360

More Information, How to Register

© 2020 BenefitsLink.com, Inc.