• FF5 #18 - Meeting Minutes - How Much is Enough?

  • Jul 12 2024
  • Duración: 8 m
  • Podcast

FF5 #18 - Meeting Minutes - How Much is Enough? Por arte de portada

FF5 #18 - Meeting Minutes - How Much is Enough?

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  • Resumen

  • In this episode of Friday Fiduciary Five, Eric Dyson talks about why meeting minutes are important, and how appropriately detailed minutes make a big difference in demonstrating adherence to a fiduciary standard of care.


    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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