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Fiduciary Training for Plan Committees
This course provides you with the key elements needed to use and understand the Global Fiduciary Standards of Excellence:
The Four Steps to Fiduciary Excellence:
"Chef" Al Otto AIFA® is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters. Linkedin here.