TPA Services Blog Archives

Committee Welcome Packet

by Kelly Vu | Sep 13, 2019 | TPA Services Blog

What Makes AIF® Designees Different? When someone agrees to serve on a retirement plan investment committee, a “Committee Welcome Packet” can educate them about their roles, responsibilities and liabilities. Here’s how to construct one. DOWNLOAD THE...

Benefits of Choosing an AIF Designee (2017)

by Kelly Vu | Sep 13, 2019 | TPA Services Blog

What Makes AIF® Designees Different? Accredited Investment Fiduciaries (AIFs) are certified for their ability to follow a fiduciary process with their clients’ BEST INTERESTS at heart. Learn what makes them different from other advisors and financial professionals....

What You Need to Know About Fiduciary Responsibility

by Kelly Vu | Sep 13, 2019 | TPA Services Blog

Plan Sponsor Education Series Acting as a fiduciary carries many duties, responsibilities and personal liability. Learn what you need to know to perform your job at a high level while avoiding putting yourself at risk for legal action. DOWNLOAD THE...

Best Practices for Investment Committees

by Kelly Vu | Sep 13, 2019 | TPA Services Blog

Plan Sponsor Education Series Thinking about starting an investment committee? Looking to improve the performance of your existing committee? Check out these best practices from the Plan Sponsor Education Series. Download...