✅ 401(k) Governance Made Simple | Fiduciary Best Practices with ERISA Attorney Bonnie Treichel
Автор: TriStar Pension Consulting
Загружено: 2026-02-06
Просмотров: 3
Описание:
Governance may not be the most exciting part of running a retirement plan—but it’s one of the most important. In this episode, we’re joined by ERISA attorney and retirement plan expert Bonnie Treichel to break down fiduciary governance into a clear, repeatable process that plan sponsors and advisors can actually use. We cover practical best practices for committee structure, documentation, investment policy statements, and today’s biggest pressure points like cybersecurity, missing participants, and fee oversight—all with actionable takeaways you can apply right away.
Find out more: https://www.tristarpension.com/
#RetirementPlanning #401kPlans #CashBalancePlans #DefinedBenefitPlans
#PensionConsulting #SmallBusinessRetirement #TPAServices #ERISA
#BusinessOwnerFinance #TaxStrategy #FinancialPlanning #Form5500
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