Corporate Executives

Man in a blue suit extending his right hand for a handshake, subtly hinting at your future retirement plan. The focus is on his hand while his face is out of focus in the background. He is outdoors with trees and a building visible behind him.

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

February 13, 2018

I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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Corporate Executives

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

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