Al Otto
Retirement consultantAl Otto is director of employer plans for Verity Asset Management.
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A new approach empowers lay fiduciaries to lead with the wisdom and confidence of a trained “exemplary” fiduciary.
February 23 -
The word “fiduciary” has become an overused marketing term for many in the financial-services industry.
November 15 -
Employers should develop the equivalent of an independent or objective credit score for plans that serve as a tool for gauging the value of each fund.
January 11 -
Employers should develop the equivalent of an independent or objective credit score for plans that serve as a tool for gauging the value of each fund.
January 9
