Q1 2023 Newsletter: Fiduciary Plan Governance Edition

Q1 2023 Newsletter: Fiduciary Plan Governance Edition

March 15, 2023
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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.

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Bjork Asset Management

1033 Skokie Boulevard, Suite 210

Northbrook, IL. 60062

  1. 312.464.7072
  2. 312.464.7083

www.BjorkAM.com

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners LLC and Bjork Asset Management are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, IL, IA, MN, NC, WI

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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