Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?
Manage episode 409280650 series 3565044
In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA.
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: (940)20248-4800
Email: contact@90northllc.com
LinkedIn: https://www.linkedin.com/in/401kguy/
16 episodes