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Video - 3 Fiduciary Action Items During Turbulent Times

  • Writer: Larry Kavanaugh, Jr.
    Larry Kavanaugh, Jr.
  • Sep 21, 2020
  • 1 min read


COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor.


While things are constantly changing, one thing remains the same – your status as a fiduciary. Your responsibility to act in the best interest of your employees does not take a sick day.


There are three fiduciary actions you can take during these turbulent times! Let’s review in our short video.





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

Managing Director

Northeast Retirement Plan Advisors

950-A Union Rd.

Suite 31

Buffalo, NY 14224

716.674.6200 x237

716.674.7000

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

 
 

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

brokercheck.finra.org

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