Fiduciary News | Carol Skinner | Activity https://fiduciarynews.com/members/skinner-carolprincipal-com/activity/ Activity feed for Carol Skinner. Thu, 09 Apr 2026 02:59:41 -0400 https://buddypress.org/?v= en-US 30 hourly 2 664d8f8de0f699e82f0994c95a00f467 Carol Skinner posted a new activity comment https://fiduciarynews.com/activity/p/21/#acomment-23 Sat, 17 Oct 2015 20:15:29 -0400 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]

In reply to - Michael R. Murphy posted an update in the group For Plan Sponsors How often should plan sponsors meet with service providers? Monthly, quarterly, semi-annually, or annually? A plan and its investment option menu is […] ]]>