On Thursday, May 18th, Ben Hall, ChFC, AIF®, Vice President and Managing Director of JKJ Retirement Services spoke at the PICPA’s Employee Benefits Plans Conference. He was joined by speaker, Roman Leshak Jr., CPA, Director | Kreischer Miller. Their presentation “Fiduciary Governance & Process: Plan Investments & Qualified Default Investment Alternative (QDIA) (1-Other)” covered: clear and documented governance processes around the selection of plan investments to meet fiduciary duty and with the aim to minimize risk exposure. They also discussed how to help fully maximize the fiduciary.
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