Fiduciary Rules Applicable to "(b)" Plans (January 2005)

Fiduciary Rules Applicable to "(b)" Plans (January 2005)

School districts - it is time to start learning about this stuff. You have a fiduciary responsibility in your 403(b) plan whether you like it or not, the attached article gives a good overview of some of your responsibilities.

Scott Dauenhauer, CFP, MSFP