FIDUCIARY
Updated 135 days ago
"The Prudent Investment Fiduciary Rules" ("Rules") was a manual written in 2003 for investment adviser consulting clients of the The Watkins Firm, a law firm located in Atlanta, Georgia. The "Rules" was a compilation of information that had been provided to the firms' clients through advisory alerts and our newsletter... The "Prudent Investment Fiduciary Rules" blog is a project of InvestSense, LLC. Among the services provided are forensic analysis of financial plans and investment portfolios to determine the suitability of such plans and portfolios. Consulting services include 401(k)/403(b) fiduciary audits, fiduciary oversight services, development and implementation of fiduciary risk/liability management programs, InvestSense also various professional presentations for fiduciary groups, including our popular presentation, "The Prudent Investment Fiduciary Rules," which discusses strategies that plan sponsors, trustees and other fiduciaries should use to better protect their..