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BKD Wealth Advisors Market Insights: Fiduciary Responsibilities
Do you know your roles as a retirement plan fiduciary? While these roles are sometimes difficult to understand, they are becoming increasingly important. In this podcast, Steve addresses some common questions the Benefit Plan Consulting division receives regarding fiduciaries. You will learn who can be a retirement plan fiduciary, fiduciary responsibilities and helpful tips fiduciaries can use to better fulfill their responsibilities.
Steve Toomey, firmwide leader of BKD Wealth Advisors’ Benefit Plan Consulting division & President Jack Thurman
Tax solutions are provided by BKD, LLP while services such as personal wealth planning, investment management, insurance solutions and estate planning activities are provided by BKD Wealth Advisors, LLC. BKD Wealth Advisors, LLC is a federally registered investment adviser and a wholly owned subsidiary of BKD, LLP.
Qualified, experienced BKD client service professionals write the contents of BKD materials. We urge you to carefully consider all of the facts and circumstances of your situation before applying specific information in our email communications. Consult your BKD advisor before acting on any matter covered herein.
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