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Fi360 and The Retireholi(k)s Review the Fiduciary Focus Toolkit

Posted by on July 13, 2018

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Fi360 and The Retireholi(k)s Review the Fiduciary Focus Toolkit

The group that makes up The Retireholi(k)s are from the TPA firm Plan Design Consultants, Inc.  and they have been in business since 1975. They love discussing all aspects of the retirement business with industry leaders in a unique and fun way. They visited the Fi360 Conference in April 2018 and filmed one of their episodes with our very own Dave Palascak, vice president, software product manager. Watch the full episode below! 

 

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