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Advisors: ERISA and Fiduciary Process Have Evolved -- Have You?
The Wagner Law Group 
Mar. 13, 2020 "Engaged advisors are moving beyond the Fiduciary 2.0 deliverables of 'funds and fees' to demonstrating, in conjunction with plan sponsors, clear process quantification ... While as a legal matter, ERISA fiduciaries will continue to be measured by their process, rather than results, advisors who can produce measurable results and quantify their value around participant outcomes and process are the leaders who will prosper in the Fiduciary 3.0 world[.]" MORE >> |
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