Fiduciary Investments

Part ll
October 01, 2019
  • Tips on how to select and monitor DIAs and the role of an investment policy statement
  • How to use Union Bank’s PIP report to help prudently select and monitor the plan’s DIAs
  • An explanation of the benefits of complying with ERISA Section 404(c), and the role of a qualified default investment alternative
  • Business
  • Retirement Plan Sponsor

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Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.