Broker Check
Q1 2023 Newsletter: Fiduciary Plan Governance Edition

Q1 2023 Newsletter: Fiduciary Plan Governance Edition

| March 13, 2023

At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.

Stay in the loop with the best practices in our Q1 plan sponsor newsletter.

Download the Newsletter´╗┐



J. Timothy Corle CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

850 Cassatt Road, Suite 310

Berwyn, PA 19312

www.tycorbenefit.com

610-251-0670

timc@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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