Our annual client fiduciary workshop contained a packed agenda beginning with the logic behind ERISA, which helps us think about the ‘why’ as well as the ‘how’ we manage retirement plans and compliance with ERISA regulations. The Fiduciary rule and its current status were discussed followed by the fundamentals of ERISA and retirement plan management. We moved on to reviewing investment share classes and ‘soft dollar’ revenue. Among other topics included Alpha’s enhanced approach to education, the continual evolution of retirement savings and so much more.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), DBA Alpha Pension Group, a registered investment advisor. Insurance services offered through HUB International. Alpha Pension Group, a division of HUB New England, GRP and Hub International are separate entities from and not affiliated with LPL Financial. Alpha Pension Group is the approved name under which LPL Financial business is conducted.