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Join me as I chat with Joe Reese, QPFC, AIF as we discuss the change from funds, fees and fiduciary discussions to retirement readiness.
Has the market tired of hearing about expenses and invetstments. What is the determining factor of a succesful and effective 401k plan?
Tune in and find out!
Please join me as I chat with David Donaldson about the addition of TPA Serverices to his already robust ERSIA Smart Services.
David is a Former DOL Senior Investigator, industry expert and frequent speaker and consultant on all issues surrounding ERISA.
The ERISA SMART approach to plan administrative services is completely different. As part of their services ERISA SMART uses their PLAN MANAGERTM program to ensure compliance, they also back it up by offering to serve as a plan fiduciary under ERISA section 3(16). In addition, ERISA SMART provides certificated fiduciary training and further protection via their DOL SHIELDTM which provides for full audit support from a former DOL Investigator if a plan is targeted for investigation