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Persons Not Normally Considered Fiduciaries, Such as Consultants or Advisers

question 48

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Persons not normally considered fiduciaries, such as consultants or advisers, may be found to   be fiduciaries when their expertise is used in a managerial, administrative, or advisory  capacity by the plan.


Definitions:

Agenda Progress

The advancement in discussing or completing the items listed on an agenda during a meeting or conference.

Negative Attitudes

A mindset or disposition that leans towards pessimism, criticism, or opposition, often affecting behavior and perception.

Energizing Delivery

Delivering a speech or presentation in a dynamic and engaging manner to capture and maintain the audience's interest.

Personal Stories

Narratives or anecdotes about one's own life experiences, often used to illustrate points or convey messages in a relatable way.

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