Fiduciary Essentials for DC Plans: Why You Should Consider Training for Your Plan Sponsor Clients

Rich Lynch, AIFA®, President of fi360

May 28, 2015

Fiduciary Essentials for DC Plans: Why You Should Consider Fiduciary Training for your Plan Sponsor Clients

J. Richard Lynch, AIFA®, President of fi360

When your plan sponsor clients aren’t knowledgeable about their fiduciary responsibilities, they are at risk. As an advisor or service provider, this also puts you at risk, as a client that finds itself in trouble with regulators or as the target of a lawsuit isn’t likely to be a client for long. In this session, we’ll provide an overview of fi360’s Fiduciary Essentials for DC Plans training course and why you should consider making it available to your plan sponsor clients.