The December Retirement Report from Heritage

  • December 9, 2015

Click on the image to read Heritage Trust’s Retirement Report for December 2015!

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This issue covers:

  • Millennials vs. Generation X’ers & Baby Boomers – How do Millennials stack up against Baby Boomers & Gen X’ers?
  • Board of Directors’ Liabilities – Learn the duties of Board of Directors and the importance of a committee charter.
  • The Six Categories of Fiduciaries – What are the 6 categories of fiduciaries? This section outlines a simplified list, along with brief definitions of each category of a fiduciary.
  • May Any Employee Serve on the Retirement Committee? – What are the rules? Identifying and documenting persons as non-voting members.