Understanding Common Fiduciary Pitfalls to Help Make You a Better Fiduciary Advisor for Your Clients

Broadridge

Join us for an engaging and informative webinar on typical fiduciary pitfalls, and how to correct them. During this session, Timothy Halchuck, who has over 30 years of experience as a professional fiduciary, including working as a leading contractor for the DOL, will provide valuable insights and practical tips to help advisors understand their duties to their plan clients to ultimately obtain better outcomes. 

This session will focus on common fiduciary issues including creating/understanding plan advisory agreements, IPS best practices, how to select investments that match the plan's demographics and overall plan design best practices. Whether you are a beginner or an experienced professional, this webinar will offer something for everyone. 

Register now to secure your spot and gain valuable insights into managing fiduciary responsibilities effectively, ultimately helping fiduciary advisors obtain better outcomes for their clients!

More Information, How to Register