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Documentation is the Key to an Effective Fiduciary with Aracely Rios
Mistakes are costly in any industry, but when it comes to employee benefit plans, you're dealing with someone's retirement income and their livelihood. That's why being designated an employee benefits plan fiduciary is much more than crossing your T's and dotting your I's on paperwork.
In this episode of Weaver: Beyond the Numbers podcast, we discuss the role of fiduciaries with CPA Aracely Rios, an audit partner in assurance services. She'll discuss the role of good documentation in employee benefit plans and share helpful tips for navigating this landscape successfully.
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