- ACCOUNT ACCESS
-
CONTACT US
Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ETPost-Sales and Website Support
888-843-7824
Monday-Friday: 9:00 a.m. - 6:00 p.m. ET- PHONE US MAIL US
- ADVISOR LOG IN
Fiduciary Resources
Access tools designed to help financial professionals and plan sponsors understand and fulfill their fiduciary responsibilities.
Properly structured meetings can help plan fiduciaries engage in prudent processes and decision making.
Plan fiduciaries should consider the "individualization" of the managed accounts and the additional services that are offered.
Fred Reish reviews the DOL’s guidance on cybersecurity issues for retirement plans, focusing on how plan sponsors can mitigate these risks as part of their fiduciary responsibilities.
Fred Reish lays out how a proactive offense is the best defense against fiduciary litigation
Adviser managed accounts are becoming increasingly popular in 401(k) plans. Fred Reish discusses what plan sponsors need to know about their fiduciary responsibility when providing this benefit to their participants.
Fred Reish explains the myriad of opportunities for plan sponsors to manage their fiduciary responsibility and reduce their exposure to potential liability.
 |
Resources For Retirement Specialists |
33817819