Key Decisions to Help Reduce Risks in Your Company’s Retirement Plan
the one minute takeaway
There are many elements of fiduciary responsibility to oversee in your company’s retirement plan. Plan benchmarking, share class review, and plan use of revenue sharing with establishment of the ERISA budget accounts may be overlooked, and yet are critical to help mitigate fiduciary risk.This webinar covers ways to benchmark plan fees, the difference in share classes, evaluating and documenting proprietary fund use and more.
Disclosure
HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your financial professional for additional information about the provision of specific securities, investment advisory and insurance services by each broker‐dealer and investment adviser.
HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your financial professional for additional information about the provision of specific securities, investment advisory and insurance services by each broker‐dealer and investment adviser.