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Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA? episode artwork

EPISODE · Mar 22, 2024 · 4 MIN

Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?

from Be More Than A Fiduciary

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: [email protected] LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

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Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?

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Frequently Asked Questions

How long is this episode of Be More Than A Fiduciary?

This episode is 4 minutes long.

When was this Be More Than A Fiduciary episode published?

This episode was published on March 22, 2024.

What is this episode about?

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website:...

Can I download this Be More Than A Fiduciary episode?

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