• FF5 #16 - Fiduciary Duty to Follow Plan Documents

  • Jun 28 2024
  • Duración: 6 m
  • Podcast

FF5 #16 - Fiduciary Duty to Follow Plan Documents Por arte de portada

FF5 #16 - Fiduciary Duty to Follow Plan Documents

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  • Resumen

  • In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit.



    Connect with Eric Dyson:

    Website: https://90northllc.com/

    Phone: 940-248-4800

    Email: contact@90northllc.com

    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 for any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.

    The specific facts and circumstances 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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