VIDEO – 3 FIDUCIARY ACTION ITEMS DURING TURBULENT TIMES

Posted on by Jerome.Pfeffer

COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor.

While things are constantly changing, one thing remains the same – your status as a fiduciary. Your responsibility to act in the best interest of your employees does not take a sick day.

There are three fiduciary actions you can take during these turbulent times! Let’s review in our short video.

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.