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  • Writer's pictureLarry Kavanaugh, Jr.

Q1 2023 Newsletter: Fiduciary Plan Governance Edition


At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.


Stay in the loop with the best practices in our Q1 plan sponsor newsletter.




Managing Director

Northeast Retirement Plan Advisors

Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC

950-A Union Rd.

Suite 31

Buffalo, NY 14224

716.674.7000

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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