Welcoming Isaac Wood, AIF, AIFA®: Elevating 401k Optimization and ERISA Compliance
We are excited to announce the newest addition to our Fiduciary Wise team: Isaac Wood, [...]
401k Optimization Advisor Solutions AIF AIFA Employee Benefits ERISA 402(a) Specialist ERISA Compliance ERISA Section 402(a) ERISA Section 404(a)(1) Fiduciary Responsibility Fiduciary Wise Isaac Wood Karen Miller Named Fiduciary Plan Sponsor Protection QKA Designation Record-Keeper Assistance Retirement Plan Administration Retirement Plan Management Retirement Plan Optimization Retirement Plan Risk Management Retirement Plan Services Retirement Plans Seattle Retirement Plans TPA Support