Fiduciary discretion: a Plan For imProving outcomes Spooked by the Specter of Fiduciary Liability? The mere whisper of the word âfiduciaryâ is enough to send shivers down…

1. The Crisis in Retirement Planning - Harvard Business Review Page 1 of 7I‘-'33 Harvard W Business ReviewThe Crisis in Retirement Planning by Robert C.MertonCorporate…

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Slide 1 Retirement Plan Challenges Chapter Meeting - Des Moines ISCEBS West Des Moines, IA September 7 th, 2011 Presented By: Jean Duffy, AIFA®, FLMI, ARPC Financial Advisor…

1 Th e fi 360 Toolkit T H E A P P L I C AT I O N O F Fiduciary Excellence THE fi 360 TOOLKIT WHAT ARE YOUR FIDUCIARY REQUIREMENTS? All defi ned contribution plan sponsors…