TWF 3.7 - Plan Harmony: Don’t Compete — Complete
from The Wise Fiduciary Podcast Hosted by Fiduciary Wise
How can a 402(a) fiduciary work alongside recordkeepers, advisors, and TPAs without stepping on toes? In this episode of The Fiduciary Wise Podcast, Kate McBride and Marta Hurst explain why Fiduciary Wise doesn’t compete with other retirement plan providers — we complete the team.You’ll learn:✅ What a 402(a) fiduciary actually does (and doesn’t do)✅ How to create harmony between all plan providers✅ Why collaboration leads to better outcomes for retirement plan sponsors and participants✅ Real-life examples of successful partnership — and what to avoidIf you’re a plan sponsor, financial advisor, TPA, or recordkeeper, this episode gives you actionable insight into how a collaborative fiduciary approach can drive results, reduce liability, and simplify your retirement plan oversight.Subscribe for more episodes on fiduciary governance, 401(k) best practices, and practical insights for retirement plan professionals.Learn more at fiduciarywise.comTo learn more about Cunningham v. Cornell University, watch Kate and Jim Watkins break it down here: https://youtu.be/JV1bYOzVs7A?si=moiivn1GrMNyFoIQTo deep dive and explore Cunningham v Cornell with Marta and Isaac, watch here: https://youtu.be/UOGQ1d2rwPw?si=OrwmAOSJpxdGGaP5#fiduciary #401kplans #retirementplan #planadvisor #338fiduciary #retirement #financialadvisor #employeebenefits #ERISA #fiduciaryduty
Embed this episode
No transcript yet.