Marvin Souchek earned the badges achievement: Join a Group 4 years, 11 months ago
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Marvin Souchek joined the group 2021 FEF Conference 4 years, 11 months 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.
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- Conflicts of InterestAll fiduciaries – whether they deal solely with retirement plans, individual trusts or act in a professional category – have a duty to avoid self-dealing. This applies to your vendors, too. Learn how to sniff out hidden conflicts-of-interest, what circumstances might increase their likelihood and how to avoid them.
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- 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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