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2 responses to “Mom – The Practically Perfect Picture of a Fiduciary”

  1. Friday Finance Links September 28, 2012 | The Chicago Financial Planner

    […] Carosa describes Mom-The Practically Perfect Picture of a Fiduciary at Fiduciary […]

  2. Kristine Linck

    I have a complaint with the plan administrator and the employer regarding the distribution of my share of a 401K as the alternate payee. I have been overwhelmed with caring for my 90 yr old father with Alzheimers and recently my mother has been diagnosed with brain and lung cancer. I have not addressed my complaint and need direction to get back on track. I am also one of the lucky people with a countrywide loan, dealing with Bank of America for three years, getting nowhere. Is there assistance available to help me formulate my complaint without sending boxes of documents to the DOL, San Francisco office?

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FiduciaryNews provides essential information, blunt commentary and practical examples for ERISA/401k fiduciaries, individual trustees and professional fiduciaries. Our chief contributor is Chris Carosa.

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