Does fiduciary plan governance look different in 2021? Our quarterly newsletter touches on fiduciary plan governance topics to help you stay informed on what has changed or requires action this year:
Jerome Pfeffer, CRC, AIF
Managing Director
INVESTMENT SOLUTIONS GROUP
6020 Academy NE, Suite 206
Albuquerque, NM 87109
(505) 888-4015 Direct
(505) 515-0036 Fax
Jerome.Pfeffer@lpl.com
www.investmentsolutionsgroup.com
Securities and Advisory Services Offered Through LPL Financial. A Registered Investment Adviser.
Member FINRA / SIPC.