Latest / Money Matters with Greg
Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience
Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. 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, youwon’t want to miss this episode.
Securities and advisory services offered through LPL Financial, a registered…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.