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This episode, Melissa is joined by Fiduciary Wise partner, Marta Hurst! Melissa and Marta have become great friends through the retirement plan industry and it was so nice having Marta come to Baton Rouge for a visit. They discuss what exactly Marta does as a 402(a) and how her role is both similar and different to Melissa's as a TPA. Thanks for recording with us, Marta!
ERISA Plan Fiduciary | Fiduciary Expert | Fiduciary Compliance | Fiduciary Wise
Call us at 225-300-8478
5
33 ratings
This episode, Melissa is joined by Fiduciary Wise partner, Marta Hurst! Melissa and Marta have become great friends through the retirement plan industry and it was so nice having Marta come to Baton Rouge for a visit. They discuss what exactly Marta does as a 402(a) and how her role is both similar and different to Melissa's as a TPA. Thanks for recording with us, Marta!
ERISA Plan Fiduciary | Fiduciary Expert | Fiduciary Compliance | Fiduciary Wise
Call us at 225-300-8478
17,102 Listeners