Connect with IFA
Sign up here to receive the latest IFA newsletters, updates, articles, and IFA.tv shows. Enter your email address below.
The Value of Fiduciaries and Quality TPAs - Show 30-2
May 14, 2012
John Davis continues his conversation with Mark on the retirement plan industry. They discuss four roles of a fiduciary: 1) Development of an Investment Policy Statement; 2) Investment Selection and Monitoring; 3) Participant Education and Advice; and 4) Full Discretion in Selection of other Service Providers for the Plan. They also talk about the importance of a quality Third Party Administrator (TPA) and the differences between bundled and unbundled plans.
Index Funds Advisors, Inc. — 19200 Von Karman
Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email:
For several other offices and representative locations, see About Us.