Utilizing Fiduciary Support with Morningstar’s Nathan Voris
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Utilizing Fiduciary Support with Morningstar’s Nathan Voris
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Fiduciary responsibility has always been a core part of running a retirement plan, but with continued litigation, an evolving investment landscape and changing regulatory expectations, staying on top of those responsibilities isn’t getting any easier.
So how can retirement plan advisors make fiduciary support an ongoing strategy rather than a one-time box to check? And what kind of support do they need to help their plan sponsor clients navigate that responsibility?
Nathan Voris, head of go-to-market, sales and marketing for Morningstar Investment Management’s retirement group, joins the 401(k) Specialist Pod(k)ast to explain how outsourced fiduciary support helps retirement plan advisors and sponsors manage risk, customize investment lineups and improve transparency.