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Julie Doran Stewart Speaks on Fiduciary Duties at PLANSPONSOR Conference

Head of Retirement Advisory Services Julie Doran Stewart spoke on important processes plan sponsors should follow at PLANSPONSOR's National Conference, as quoted in the article "Non-Intuitive Ways to Be a Good Fiduciary."

From the treatment of revenue sharing to proper documentation, Julie explains that there are many important processes plan sponsors often overlook when it comes to ERISA standards. She recommends that plan sponsors "document in [their] investment policy statement what the committee and plan’s approach is to something like revenue sharing" so that it is easier to "point back to a philosophical decision [that was] made and [show] it is something that everyone on the committee is aware of."

PLANSPONSOR, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANSPONSOR offers industry providers an unparalleled ability to reach this influential audience. 

Read the full article here.

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