Elevate Your Retirement Plan Management – Fiduciary Training & Best Practices


As a business owner or retirement plan sponsor, you understand the importance of maintaining compliance with fiduciary regulations governing qualified retirement plans. The burden of fiduciary responsibilities can be daunting, but with the right knowledge and best practices, you can navigate these complexities with confidence. 

Join Ted Rhinehart, AIF®, CPFA, QKA, for our recent webinar where we shared insights into the crucial topic of retirement plan management. This session reviewed the intricacies of fiduciary duties placed on plan sponsors, offering valuable insights on how to effectively manage these responsibilities while staying compliant. 

Here’s some of the topics we covered:

  • An overview of key fiduciary roles, responsibilities, and regulations
  • Strategies to lessen the burden of fiduciary duties
  • Best practices for creating a fiduciary process and maintaining compliance

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With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.

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