david talley's profile was updated 8 months, 3 weeks ago
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david talley changed their profile picture 8 months, 3 weeks ago
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- ComplianceWhether you’re an ERISA/401k fiduciary, an individual trustee or a professional fiduciary, you must comply with federal, state or self-regulatory agencies. The material in this section focuses on practical implementation.
- MEP/PEPEverything you need to know about pooled 401k vehicles, from compliance to operations to marketing.
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- Due DiligenceHere you’ll find information covering all aspects of investments, from designing an appropriate investment policy statement, to selecting and monitoring professional advisers, to the significant of investment options and how “safe” choices can actually increase fiduciary liability.
- EducationWhether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
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