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A few helpful tidbits about meeting your fiduciary responsibilities!
DOL's 12 Tips for Monitoring Service Providers - 2019 (pdf)
Getting Professional Help in an Advisor Search - 2017 (pdf)
Evaluating Investment and Advisory Fees: Plan Sponsors Face a Challenge - 2009 (pdf)
The "New" Investment Policy Statement - 2008 (pdf)
Copyright © 2019 Patch Retirement Plan Solutions, LLC - All Rights Reserved. Mary’s photos by Ripple Creative Co.
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