Episode 62: Small Business Owners - Are You Liable?
23m
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Connected by Community
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What fiduciary liability do you have if you sponsor a retirement plan? If it is you, are you well versed on the fees, investments, and employee education that is supposed to be rendered to your participants. If it is another financial professional, is there a plan document that states they are taking the responsibility off your hands? These are questions that you should be asking as a business owner who sponsors a retirement plan. As confusing as it is, Anthony and Cameron from Ballentine Capital Advisors can help clear the murky water and address your plan specifics in as little as 15 minutes. If any of these questions are concerning, tune it to learn more about your options and next steps to consider. Anthony Colancecco / Cameron Cannon ballentinecapital.com [email protected] / [email protected]
The episode Episode 62: Small Business Owners - Are You Liable? from the podcast Connected by Community has a duration of
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