Personal Information
Organização/Local de trabalho
Cherry Hill, New Jersey United States
Cargo
Independent Fiduciary Consultant
Setor
Consulting / Advisory
Sobre
Many individuals act in a fiduciary capacity and aren’t aware of their legal responsibilities under the law. Retirement Plan Sponsors often assume that one of their service providers are responsible for complying with the Employee Retirement Income Security Act (ERISA.) Many foundation trustees aren’t aware that they could be held personally liable under the Uniform Prudent Investor Acts (UPIA) or Uniform Prudent Management of Institutional Funds Act (UPMIFA.) Fiduciaries usually act with the best of intentions, but many remain unaware that they are stewards and subject to fiduciary obligations which are among the “highest known to the law.”
We are experts on these obligations.
Marcadores
asppa
fiduciary
401k
ethical obligation 401k
retirement plan
401(k)
moral hazard
ethics
west point
hidden
compensation
fees
fiduciary risk
fiduciary responsibility
aif
aifa
fiduciary breach
cfp
fi360
erisa
Ver mais
Apresentações
(4)Personal Information
Organização/Local de trabalho
Cherry Hill, New Jersey United States
Cargo
Independent Fiduciary Consultant
Setor
Consulting / Advisory
Sobre
Many individuals act in a fiduciary capacity and aren’t aware of their legal responsibilities under the law. Retirement Plan Sponsors often assume that one of their service providers are responsible for complying with the Employee Retirement Income Security Act (ERISA.) Many foundation trustees aren’t aware that they could be held personally liable under the Uniform Prudent Investor Acts (UPIA) or Uniform Prudent Management of Institutional Funds Act (UPMIFA.) Fiduciaries usually act with the best of intentions, but many remain unaware that they are stewards and subject to fiduciary obligations which are among the “highest known to the law.”
We are experts on these obligations.
Marcadores
asppa
fiduciary
401k
ethical obligation 401k
retirement plan
401(k)
moral hazard
ethics
west point
hidden
compensation
fees
fiduciary risk
fiduciary responsibility
aif
aifa
fiduciary breach
cfp
fi360
erisa
Ver mais