A Trustee Checklist

Brandon Converse joins us to go over a few things plan trustees want to be aware of to better serve your participants, and to help keep fiduciary problems at a respectable distance. Scan below to listen now!
A Trustee Checklist

Contents

The content of this blog post was created prior to Keating Financial Advisory’s registration as a Registered Investment Adviser. Some references may reflect previous affiliations, services, or regulatory standards no longer applicable.

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