ERISA 402(a) Named Fiduciary

What is an ERISA 402(a) Named Fiduciary?

Don and Jackie tell us all about a GAME CHANGER for your team. If you want to reduce your risks and manage your accounts efficiently, you need a 402! Watch the latest episode of Two Fiduciary Nerds Disturbing the Peace.

“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.

In the previous episode, Don and Jackie get nerdy about Putnam Investments, LLC v Brotherston. Watch the previous episode here.

You can find the series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.

Tell us your thoughts and ask us your questions! Comment on our video and let’s discuss.

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