TITLE

PSNC 2014: Your Fiduciary Checklist

AUTHOR(S)
Hartnett, Judy Faust
PUB. DATE
June 2014
SOURCE
Plan Advisor News;2014, p1
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article focuses on the five items, which U.S. plan sponsors should include in their fiduciary checklist, discussed at the 2014 "PLANSPONSOR" magazine's national conference. These points were discussed by Greenspring Wealth Management partner and managing director Josh Itzoe and Jeb Graham, retirement plan consultant and partner at CapTrust Advisors LLC. R. Charles Tschampion, director of special projects at the CFA Institute, is also one of those who discussed these items.
ACCESSION #
96963370

 

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