Monday, July 7, 2014

Discretionary Trustee vs. Inv. Mgr. or other fiduciary roles

An old colleague and current competitor of mine, and ours at my firm recently put out a very nice blog post articulating some of the nuances of the trustee role in context vs. other fiduciary roles, Investment Managers and directed trustees.  Certainly worth a quick read, linked here.

http://pentegra.com/expertise/current-thinking/misconceptions-about-the-three-principal-fiduciary-roles-in-a-retirement-plan-the-trustee.aspx

Enjoy!
Jason