The daily drama of money and work from the BBC.
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Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
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Manage episode 268913610 series 1174728
Content provided by Greg Farrall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Farrall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.
…
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65 episodes
MP3•Episode home
Manage episode 268913610 series 1174728
Content provided by Greg Farrall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Farrall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.
…
continue reading
65 episodes
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