Sentences with phrase «plan fiduciaries typically»

Plan fiduciaries typically include plan trustees, plan administrators, and members of a plan's investment committee.

Not exact matches

Although they are fiduciaries charged with protecting the shareholders» interests, the disparate voting rights plan typically will give them voting control.

The case is also instructive in continuing the trend toward broader application of the term fiduciary with regard to retirement plans, especially small business 401k plans with typically higher and often hidden fees.

The Fiduciary Rule provides an exception for activity that would otherwise violate prohibited transaction rules, which is applicable to investments made by plan investors who are represented by a qualified independent fiduciary acting on the investor's behalf in an arms» length transaction (typically for larger plans).

I typically tell them as part of a comprehensive state plan, you also have to figure out how to plan for those digital assets as well, and so if you're using something like a password manager, that's just one thing that you have to keep updated and then provide instructions on how to access that and then your fiduciary is covered.