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Benefit from Partnering with a Third-Party Fiduciary

Broadridge

Apr. 21, 2022
On-Demand
Webinar

Partnering with an outsourced fiduciary can offer significant benefits to an advisor’s practice. It is important to understand that not all third-party fiduciaries are the same, so hiring the right fiduciary matters.

Learning Objectives:

Following this webinar, participants will be able to:

Understand fiduciary responsibility for delegation under ERISA
Recognize different types of fiduciaries and the benefits they provide to plans and advisors
Consider appropriate factors when evaluating third party fiduciaries.

More Information, How to Register