Fiduciary Foundations
Refocus. Strengthen governance. Elevate decision-making. As plan sponsors head into the back half of the year, committees are reviewing plan performance, vendor relationships, and long-term strategies.
It’s a pivotal moment to reinforce fiduciary governance, sharpen committee effectiveness, and prepare for year-end responsibilities.
Fiduciary Excellence Comes Depends on 3 Things
Fiduciary success depends on 3 things: who, what, and how. Fiduciary success is not about being perfect; it is about having a clear process.
5 ERISA Fiduciary Duties Made Simple
Regulatory definitions evolve, but expectations around fiduciary behavior have remained consistent over time. Let’s look at what they are and how they show up within your retirement plan.
3 Ways to Strengthen Your Fiduciary Process
A strong 401(k) plan is not only about investments. It is also about the process behind the decisions, and how consistently that process is followed over time.
Greenspring Advisors
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Towson, Maryland 21204 | 443-564-4600
Greenspring Advisors is a registered investment adviser and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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