A Taste of ERISA Fiduciary Responsibilities for Advisors
Financial advisors should know the difference between ERISA fiduciary types. This infographic uses an easy-to-follow food preparation metaphor to help make it easier to understand and remember exactly which type of fiduciary does what for a client offering a retirement plan.
This website contains articles posted for informational and educational value. Paychex is not responsible for information contained within any of these materials. Any opinions expressed within materials are not necessarily the opinion of, or supported by, Paychex. The information in these materials should not be considered legal or accounting advice, and it should not substitute for legal, accounting, and other professional advice where the facts and circumstances warrant.