Benefit from Partnering with a Third-Party Fiduciary

Broadridge

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