Pay Attention to Fiduciary Compliance Regarding Diversification Risk!

Are you, or your clients, trustees or fiduciaries on retirement investments?

Not knowing the answers to the following questions creates significant fiduciary risk and potential financial harm for every retirement plan trustee and advisor.

  1. Has enough uncompensated risk been eliminated from the retirement plan’s portfolio to satisfy minimum fiduciary standards?
  2. How much diversification return was lost due to insufficient uncompensated risk elimination?
  3. Do you have a process to measure, manage and record uncompensated risk?

THIS SPECIAL 7 PAGE WHITE PAPER ADDRESSES THESE QUESTIONS AND MORE.

INSTANTLY RECEIVE THE WHITE PAPER, INCLUDING EXECUTIVE SUMMARY, BY FILLING OUT THE FORM TO THE RIGHT.

Interested in reading the complete 7 page white paper*, including executive summary?

Please enter your information and we will immediately provide you with a copy.


* As appears in AICPA June 2017 issue of, “The Tax Advisor”, and authored by Stewart Frank, CPA/PFS,AIFA, and Ben Vernazza, CPA/PFS,TEP (UK) of Precision Fiduciary Analytics.