Carol Skinner posted a new activity comment 9 years ago
Meeting face-to-face with client at least once a year is critical. The number of on-site visits per year really depends upon the client’s preferences, so each client should have a customized schedule calendared a year in advance.
However, I think the frequency is only part of the consideration when thinking about meeting with clients. Who y…[Read more]
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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.
- 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.
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- CommentaryDiscover a point of view you may not have seen but you always knew. There’s no limit to the topics here — expect anything from blunt opinion and provocative insights to breaking news.
- OpinionAnything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue.
- Trending TopicsA run down of top stories, blogs and web-site postings from the previous week – complete with links and the kind of snarky commentary you’ve come to know and love.
- 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.
- 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.
- 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.
- InterviewsGreat insights from industry thought leaders.
- CommentaryDiscover a point of view you may not have seen but you always knew. There’s no limit to the topics here — expect anything from blunt opinion and provocative insights to breaking news.
- OpinionAnything from playful banter to biting satire to serious rhetorical considerations, come read and enjoy as we go beyond the headlines and into the meat of the issue.
- Trending TopicsA run down of top stories, blogs and web-site postings from the previous week – complete with links and the kind of snarky commentary you’ve come to know and love.
- 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.
- 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.
- 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.
- InterviewsGreat insights from industry thought leaders.
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