Year-End Fiduciary Focus: Best Practices for Employers
As 2023 comes to an end, the responsibilities of employers and fiduciaries take center stage in ensuring the financial well-being of employees and the overall success of retirement plans. It's a critical juncture where strategic decisions can make a profound impact. Ensuring you understand your fiduciary obligations and year-end considerations is essential. Discover how you can elevate fiduciary standards, benefiting employees and your organization with this future-focused discussion shaping your approach to retirement planning and fiduciary responsibilities.
For additional resources to help you with your fiduciary responsibilities, take a look at our 401(k) Plan Fiduciary Checklist.
Disclosure
The views expressed in this presentation are the speaker’s own and not necessarily those of Faegre Drinker, HUB International or anyone else. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
HUB Retirement and Private Wealth employees may be either HUB employees or independent contractors and may be Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers; which may or may not be affiliated with HUB International. Insurance services are offered through HUB International and several other appropriately licensed and registered HUB affiliates. Consult your HUB advisor for additional information about the provision of specific securities, investment advisory, and insurance services.