What Is Your Fiduciary 401(k) Score? (Video)Submitted by Farrall Wealth on September 30th, 2021
By Greg Farrall, PPC®, CWS®, CPFA®
At Farrall Wealth, we help with the wealth management of business owners, high-net-worth families, and business plan sponsors with regard to their defined contribution plan. This video walks you through our process for working with plan fiduciaries and our free Plan Governance Index (PGI) Survey, which can determine the health of your plan and help you, your company, and your investment committee manage fiduciary risk. Watch my video to learn a little more about the PGI Survey and how Farrall Wealth can help you.