The Role of Third Party Fiduciaries for Management of Qualified Plans;
Keola Elobt, MBA, Financial Advisor, West Point Business Group
AGENDA
Who is and who isn't a fiduciary How does someone become a fiduciary Standards of Conduct What a fiduciary must not do What if a fiduciary doesn't measure up Protective options for fiduciaries Next Steps
Keola Elobt graduated from the United States Military Academy at West Point and served as a Basic Training Company Commander at Fort Jackson, SC. While serving his country, he continued his education at the University of South Carolina where he received his Masters of Business Administration. Keola currently serves as Chair of the “Advisors’ Counsel Board” for the Principal Financial Group.
Latest News
NFCBA presents donation check to K9s for Warriors
Exciting News from WorldatWork
North Florida Compensation and Benefit Association
PO Box 5802
3000 Spring Park Road
Jacksonville, FL 32207-9998