The ERISA 402(a) Named Fiduciary
Yes, we’re back! Back, again! Celebrate the new year with a little disruption and watch the latest episode of Two Nerds!
The Greatest Secret in ERISA
It took Don nearly 20 years to really understand and many in the industry are not adequately informed. Check out the episode to hear our thoughts on the topic.
Join Don and Jackie as the “Two Nerds” talk more about this in the latest episode below!
“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 Suitability vs. Fiduciary Standards. Watch the previous episode the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.
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