Best Practices for Retirement Plan Fiduciaries - First Financial Bank & Orange Financial
July 16, 2013
Dinsmore attorney David Whaley presented on best practices for retirement plan fiduciaries for First Financial Bank and Orange Financial's Wealth Management WebEx Tuesday, July 16. Whaley's presentation included discussion on what retirement plan fiduciary is, whether hiring a corporate/institutional Trustee is worth your time, how ERISA fee disclosures impact your plan, and prudent practices. Click the links below to download the full PowerPoint presentation and to access the audio recording of the WebEx.