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Nova 401(k) Associates
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EPIC RPS
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BPAS
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The Pension Source
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Compensation Strategies Group, Ltd.
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Merkley Retirement Consultants
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Defined Benefit Specialist II or III Nova 401(k) Associates
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July Business Services
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DWC ERISA Consultants LLC
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BPAS
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Transforming the Financial Firm from a Sales Culture to a Fiduciary Culture
Ron A. Rhoades, JD, CFP
[Opinion] Feb. 20, 2014
"To get it done right, a fiduciary culture must be embraced fully by the principals of the firm. The fiduciary duties must be understood. Many systems of the firm, from investment strategy selection, to investment product due diligence, to client intake processes, to documentation needs, and much more, must be re-designed. The fiduciary culture must then filter down to everyone in the firm through robust education and values leadership."
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