Bonnie Treichel spends a few days with the Summit Financial Group, Inc. team to train plan sponsors regarding fiduciary obligations and SECURE 2.0. There was much to learn from her session including these great highlights and tips every plan sponsor should know!
- Check to see if you have fiduciary liability coverage and the extent of the coverage.
- Ensure you know where your signed plan document is located along with any amendments.
- Start assembling your SECURE 2.0 plan by working with a knowledgeable plan advisor and a group of trusted partners in your partnership wheel.