Portico Wealth’s Fiduciary Advocate Video Series

The Fiduciary Advocate Series is a suite of short, dynamic videos covering topics that are particularly relevant to retirement plan sponsors.  Our first installment focuses on fiduciary duty and is a great way to familiarize yourself with the issue.  Future videos will cover hot topics in the retirement plan world like determining investment quality; education v. advice; participant engagement and automatic plan features; and fees.

We encourage you to visit this page regularly for new videos and of course, we always welcome your feedback.

5 Questions Every Retirement Plan Sponsor Should Be Able to Answer