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Can Retirement Plan Fiduciaries Accept Gifts/Perks?

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Can Retirement Plan Fiduciaries Accept Gifts/Perks?

Scott Dauenhauer, CFP
Dec 7, 2010
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Can Retirement Plan Fiduciaries Accept Gifts/Perks?

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There are some fiduciaries out there who don't have an issue accepting gifts from vendors they do business with or may do business with. The following two articles provide some perspective from a legal basis:

https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B_j6Iy8Ev55_ZWVkNWNlMWUtYzJhNS00ZTVmLWJlM2UtY2I4MWQ0Y2NmYWNk&hl=en

https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B_j6Iy8Ev55_NjhkODQ4OTItZWYxMC00ZTM2LWE5Y2ItNDBmN2ExMWVkNjY2&hl=en

You decide, I think the answer is clear.

Scott Dauenhauer CFP, MSFP, AIF

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Can Retirement Plan Fiduciaries Accept Gifts/Perks?

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