The Excellent Fiduciary Podcast
Tips for Investment Fiduciaries When the Market Tumbles
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A complex financial environment such as the one facing retirement plan committees brings a barrage of investment opinions from external advisors and an influx of inquiries from employees and their beneficiaries. This constant theorizing on potential investment strategies, adjustments, and outcomes can challenge the idea of adhering to simple principles. Fortunately, there are tangible steps you can take to help keep on a steady course, regardless of turbulent external factors. Tune in to this podcast and get four tips that will help ensure your peace of mind.

…there are tangible steps you can take to help keep on a steady course, regardless of turbulent external factors.

About our host





Ronald E. Hagan is chairman of Roland|Criss’ Risk Standards Committee.  Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974.  He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series.
 

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