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Fiduciary Fitness

Business & Economics Podcasts

If your company has a retirement plan, then this podcast is for you.

If your company has a retirement plan, then this podcast is for you.

Location:

United States

Description:

If your company has a retirement plan, then this podcast is for you.

Language:

English

Contact:

703-847-4500

Episodes

Top Issues in Plan Audits

11/10/2020
Colin Clark discusses the top issues in plan audits and how to get ahead of them with CPA Jen Amato.

Duration:00:08:10

The Cares Act

10/6/2020
Colin Clark discusses the Cares Act with CPA Jen Amato.

Duration:00:05:53

How to Prepare for an Audit

9/22/2020
Colin Clark discusses how to prepare for an audit with CPA Jen Amato.

Duration:00:06:53

ERISA Attorney Jewell Lim Esposito

8/27/2020
Colin Clark discusses potential plan compliance issues with ERISA attorney Jewell Lim Esposito.

Duration:00:16:24

Collective Investment Trusts

8/12/2020
Colin Clark discusses Collective Investment Trusts (CITs).

Duration:00:06:33

Target Date Funds

5/21/2020
Colin Clark discusses Target Date Funds.

Duration:00:05:47

Best Practices Approach

4/4/2020
Colin Clark discusses WFG's Best Practices Approach to retirement plan consulting.

Duration:00:06:11

SECURE Act, Part 2

2/6/2020
Part 2 of our discussion on How the SECURE Act Will Change Retirement and What Employers Need to Know.

Duration:00:09:49

SECURE Act, Part 1

1/30/2020
In today’s episode, we’re going to discuss How the SECURE Act Will Change Retirement and What Employers Need to Know.

Duration:00:20:59

ESG

11/8/2019
Welcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. In today’s episode, we begin a multi-part discussion on ESG investing as Elena Peerson Arroyo interviews special guests Clarice Avery and Jonathan Ricketts from Natixis Investment Managers. If you’re curious about what the acronym S.P.I.N.E. has to do with ESG investing, then this is the episode for you.

Duration:00:10:38

What are behavior gaps?

8/6/2019
Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What are behavior gaps?

Duration:00:08:53

What is retirement readiness?

7/16/2019
Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What is retirement readiness?

Duration:00:08:42

What are my duties as a fiduciary?

6/25/2019
Join Tom Leverone, Joe DeNoyior and Colin Clark as they discuss the question: What are my duties as a fiduciary?

Duration:00:08:56

What is a fiduciary?

6/4/2019
In today’s episode, we answer the question: What is a fiduciary?

Duration:00:08:13