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.