PLANADVISER - November/December 2017 - 35

Practical Fiduciary Practices
Retirement plan committees have a
host of responsibilities-most of them
fiduciary. To help a committee fulfill
its varied, and demanding, fiduciary
roles, advisers can turn to a number of
practical strategies.
Jania Stout, practice leader and
co-founder of Fiduciary Plan Advisors,
and moderator of the panel, said her
firm does not, itself, build materials
for committee meetings but looks to
providers, law groups or industryrelated
articles. Mostly, the same
message can be delivered to all clients,
she said, and advisers do not need to
create their own content.
For plan sponsors lacking internal
staff with investment expertise, a good
foundation to build on is an investment
policy statement (IPS), said Jason
Trine, managing director - investment
platform distribution, at Principal.
" Plan sponsor clients don't have to
have [an IPS], but it is good for laying
the groundwork of what the adviser
and the client are going to do, " he said.
" Some providers, such as Principal,
have model statements plan committees
can use. " Trine reiterates that the
FROM LEFT: Thomas E. Clark Jr., partner, the Wagner Law Group; David N. Levine,
principal, Groom Law Group, Chartered; Alison Cooke Mintzer, editor-in-chief, PLANADVISER.
Audience Poll
Do you have a well-defined
strategy for your financial
wellness program?
l Yes 39%
l I'm winging it 61%
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PLANADVISER - November/December 2017

Table of Contents for the Digital Edition of PLANADVISER - November/December 2017

The Next Step
2017 PLANADVISER National Conference
2017 Practice Benchmarking Survey
Aggressive Plan Design
Professional Groups
The Value of Fixed Income
PLANADVISER - November/December 2017 - C1
PLANADVISER - November/December 2017 - FC1
PLANADVISER - November/December 2017 - FC2
PLANADVISER - November/December 2017 - C2
PLANADVISER - November/December 2017 - 1
PLANADVISER - November/December 2017 - 2
PLANADVISER - November/December 2017 - 3
PLANADVISER - November/December 2017 - 4
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PLANADVISER - November/December 2017 - 27
PLANADVISER - November/December 2017 - 28
PLANADVISER - November/December 2017 - 29
PLANADVISER - November/December 2017 - The Next Step
PLANADVISER - November/December 2017 - 31
PLANADVISER - November/December 2017 - 32
PLANADVISER - November/December 2017 - 33
PLANADVISER - November/December 2017 - 2017 PLANADVISER National Conference
PLANADVISER - November/December 2017 - 35
PLANADVISER - November/December 2017 - 36
PLANADVISER - November/December 2017 - 37
PLANADVISER - November/December 2017 - 38
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PLANADVISER - November/December 2017 - 43
PLANADVISER - November/December 2017 - 44
PLANADVISER - November/December 2017 - 45
PLANADVISER - November/December 2017 - 2017 Practice Benchmarking Survey
PLANADVISER - November/December 2017 - 47
PLANADVISER - November/December 2017 - 48
PLANADVISER - November/December 2017 - 49
PLANADVISER - November/December 2017 - 50
PLANADVISER - November/December 2017 - 51
PLANADVISER - November/December 2017 - 52
PLANADVISER - November/December 2017 - 53
PLANADVISER - November/December 2017 - Aggressive Plan Design
PLANADVISER - November/December 2017 - 55
PLANADVISER - November/December 2017 - 56
PLANADVISER - November/December 2017 - Professional Groups
PLANADVISER - November/December 2017 - 58
PLANADVISER - November/December 2017 - 59
PLANADVISER - November/December 2017 - The Value of Fixed Income
PLANADVISER - November/December 2017 - 61
PLANADVISER - November/December 2017 - 62
PLANADVISER - November/December 2017 - 63
PLANADVISER - November/December 2017 - 64
PLANADVISER - November/December 2017 - C3
PLANADVISER - November/December 2017 - C4
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