Fiduciary News | Tim Wood | Activity https://fiduciarynews.com/members/timfosterandwood-com/activity/ Activity feed for Tim Wood. Tue, 07 Apr 2026 15:03:08 -0400 https://buddypress.org/?v= en-US 30 hourly 2 a698984be59b3149f54d470615d7232d Tim Wood earned the badges achievement: Join a Group: https://fiduciarynews.com/activity/p/3194/ Thu, 25 Feb 2021 18:51:52 -0500 Join a Group

]]> 0 ae6586f79dc073dd6a5268c4624667e2 Tim Wood joined the group 2021 FEF Conference https://fiduciarynews.com/activity/p/3193/ Thu, 25 Feb 2021 18:51:52 -0500 0 04bc6f097b8d3f97f00759b6ebc85372 Tim Wood posted an update in the group Compliance: For almost two years now, I have been expressing my […] https://fiduciarynews.com/activity/p/31/ Sat, 17 Oct 2015 20:29:31 -0400 For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our side supported the idea.

I pos…[Read more]

]]> 0 48d6b96ceb45dc1fc43355c97ec705b5 Tim Wood posted a new activity comment https://fiduciarynews.com/activity/p/21/#acomment-22 Sat, 17 Oct 2015 20:13:04 -0400 Chris,

While I do understand your point, I prefer to meet with the participants twice annually, if possible. To be fair, we have some clients whom only allow a once a year set of meetings, but those employees are offered the opportunity to visit with us at any time of the year by phone or email to answer any questions.

Twice per year works out…[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 […] ]]>