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There’s nothing mystical about the job of being a plan fiduciary. The question is, “Do you want that job?”

Look, we know you get countless phone calls from advisors asking disturbing questions about what you are or aren’t doing in regards to your retirement plan. Despite all of these ominous questions, you can do this job on your own.

Posted in Latest News

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  • 3(16) Plan Administrator
  • Optional Plan Trustee
  • Monitor Plan Vendors
  • Fiduciary Insurance Protection

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