Webcast: Setting a Fiduciary Framework

Defined Contribution | Fiduciary and Governance | 401(k) Plan | 403(b) April 30, 2021

Please join us for a timely webcast on Setting a Fiduciary Framework with Fiducient Advisors’ Vin Smith, Carol McShera and Steve Dufault.

Join this webcast for a discussion on:

  • Latest trends in defined contribution fee litigation and what you can do to protect yourself
  • Recent findings from Fiducient Advisors’ proprietary Fee Benchmarking Survey
  • Exploring the topic of lowest “net” investment cost share classes
  • Considerations for implementing fee transparency and fee leveling to plan participants

The information contained herein is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

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