Benefits Think Brokers will always be fiduciaries

By Joshua J. Waldbeser and Brad Campbell

Published May 24, 2018 12:58 PM EDT 5 Min Read

Regarding the value of securities or other property, or as to the advisability of investing in, purchasing or selling securities or other property
Provided on a regular basis
Provided pursuant to a mutual agreement or understanding, written or otherwise
The advice will be a primary basis for investment decisions
Individualized, based on the particular needs of the investor

Partner

Joshua Waldbeser is a partner at Drinker Biddle. He counsels plan sponsors and committees with respect to their fiduciary responsibilities under ERISA.

Brad Campbell

Partner

Brad Campbell is a partner at Drinker Biddle, where he focuses on employer-sponsored retirement plans.

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