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Would you intentionally advise clients to build their retirement savings plan on such a flimsy foundation that it could be targeted for a class-action lawsuit?
Of course not.
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A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
A pensions specialist explains why fiduciary responsibility extends beyond investment oversight and how proper safeguards serve as a critical layer of protection.
The founder of Tolero Solutions identifies what it means to frame work, meetings and an environment around the individuals within an organization.
If we expect the C-suite to take on the personal liability associated with a fiduciary charter, then we must provide them with a conflict-free partnership.
Advisers should ensure clients have a realistic payment-integrity solution on the front end and robust claims recovery program on the tail end for capturing overpayments.
