regulatory compliance
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Best Practices for Your Plan Fiduciary
- April 23, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsGoverning a qualified retirement plan requires the plan fiduciaries to be able to understand and apply complex regulations found in the Internal Revenue Code and ERISA. We’re looking at a guide that you can use to be sure your plan fiduciary is following best practices while governing your plan.
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TRG has made the hopes of expanding our 401(k) practice a dream come true. Their thorough, organized, and hands-on approach to doing business together has been nothing short of amazing. They are an integral part of our team and we could not ask for a better organization to interact with our clients every day!
Dominick Tavella
Diversified Private Wealth Advisors