• FF5 #17 - Placing Service Provider Fees at Risk

  • Jul 5 2024
  • Duración: 6 m
  • Podcast

FF5 #17 - Placing Service Provider Fees at Risk

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  • Resumen

  • In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of regularly reviewing service standards and negotiating fee concessions. He also talks about how a fiduciary should always evaluate service providers through regular surveys or assessments to ensure they are meeting their contractual obligations and delivering agreed-upon services.



    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 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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