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Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast


I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K plan structure to get the best for you and your employees.

Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short but eye-opening peek behind the curtains. What you learn may save your company, and your employees, valuable time and dollars.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”).  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

 

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