Home
Financial Harmony
Overview
What Is The Process
Principles That Guide Planning
Comprehensive Financial Planning
Get Started
Our Services
Wealth Management Programs
Comprehensive Financial Planning
Investments
Investment Philosophy
Insurance Planning
Retirement Planning
Business Transition Planning
Corporate Benefits Planning
Corporate Benefits
Overview
Health Benefit Products and Services
Corporate Retirement Plans
Plan Sponsor Services
Infographics
Client Center
My Resources
FAQ
CONTACT US
Contact
Team
Blog
Disclosures

Financial Management Network

Home
Financial Harmony
Overview
What Is The Process
Principles That Guide Planning
Comprehensive Financial Planning
Get Started
Our Services
Wealth Management Programs
Comprehensive Financial Planning
Investments
Investment Philosophy
Insurance Planning
Retirement Planning
Business Transition Planning
Corporate Benefits Planning
Corporate Benefits
Overview
Health Benefit Products and Services
Corporate Retirement Plans
Plan Sponsor Services
Infographics
Client Center
My Resources
FAQ
CONTACT US
Contact
Team
Blog
Disclosures
Melinda Helms
March 13, 2023

PS GUIDE: Checklist For An Efficient & Effective Investment Committee

Melinda Helms
March 13, 2023

Click Image for PS GUIDE

Newer PostVIDEO: Selecting 401(k) Investments Made Easier
Older PostFiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees (Copy)
Back to Top
Financial Management Network, Inc, 26041 Acero, Mission Viejo, CA, 92691, United States(949) 455-0300requests@fmncc.com
Financial Management Network Inc BBB Business Review

FINRA Broker Check

FMN Customer Relationship Summary

FMN Disclosures

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jeffrey Merwin at 949-455-0300

Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may lose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur.

  Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk.

FMN/FMN Capital Corp. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance

* Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regardingrecommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.

* The fees charged by FMN have been deemed to be reasonable.

* Please note FMN does have policies in place to monitor this level of fiduciary responsibility for our clients.

 

 

created by Mox Agency