All episodes In Category

Fiduciary Governance

Fiduciary Governance
March 30, 2021
64
 MIN

Brad Bartells is a Partner at MUN CPAs with 20 plus years of experience auditing employee benefit plans.

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Fiduciary Governance
February 22, 2021
69
 MIN

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.

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Fiduciary Governance
November 16, 2020
72
 MIN

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.

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Fiduciary Governance
October 5, 2020
56
 MIN

Fielding Miller is the co-founder and CEO of CAPTRUST, one of the nation's largest independent financial advisory firms with over $400 billion dollars in assets under advisement and more than 700 employees.

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Fiduciary Governance
September 21, 2020
78
 MIN

Fred Reish is a partner at Faegre Drinker whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.

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