The Role of Third Party Fiduciaries for Management of Qualified Plans;

  • 24 Mar 2016
  • 11:30 AM - 1:00 PM
  • University Center @ UNF

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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.

 

 

 North Florida Compensation and Benefit Association

PO Box 5802

3000 Spring Park Road

Jacksonville, FL  32207-9998


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