Our advisor, Jenna Witherbee, discusses the final three pieces of your role in this quarterly fiduciary training. Part 3 of 3 includes:
Helping Participants
Plan Administrator Basics
Fiduciary Liability
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Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: Jessica.Ballin@LPL.com
Securities offered through LPL Financial, member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI and WV.