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Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. 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, you won’t want to miss this episode.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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