Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?

Money Matters with Greg

English - August 04, 2020 00:00 - 17 minutes - 12.1 MB - ★★★★★ - 12 ratings
Investing Business farrall money finance stocks bonds real Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode #143 Update on the Market

Next Episode: Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan

Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.