by Jed Villareal | Nov 21, 2024 | 403a(1) Direct Trustee
A 403a(1) Direct Trustee plays a critical role in overseeing and managing the administration of retirement plans. As a fiduciary, a trustee is entrusted with the responsibility of acting in the best interests of plan participants. Understanding the specific duties of...
by Jed Villareal | Nov 20, 2024 | 403a(1) Direct Trustee, Fiduciary Services
When it comes to managing and securing retirement plans, the role of a 403a(1) Direct Trustee is indispensable. Acting as a fiduciary, a 403a(1) Direct Trustee ensures that retirement plan assets are managed, protected, and distributed in the best interests of plan...
