Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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The Top Ten Fiduciary Errors
Cammack Retirement Group June 23, 2015 "[1] Failure to identify all fiduciaries ... [2] Failure to provide proper fiduciary liability insurance ... [3] Failure to understand the types of third-party fiduciaries ... [4] Insufficient training of fiduciaries ... [5] Failure to take appropriate actions and document such actions ... [6] Spending too much time on plan investments ... [7] Spending too much time on the wrong investments ... [8] Failure to follow the plan's investment policy statement ... [9] Failure to properly benchmark plan expenses ... 10. Spending too little time on participant outcomes." |
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