Periagoge
Scenario

When business partners disagree about fiduciary duty in employee retirement plans

My business partner wants us to move our company's retirement matching from broad market index funds to actively managed funds because he thinks we owe our employees better returns, but I think we're just adding fees and risk, and we can't agree on what 'fiduciary responsibility' actually means here.

More people experience this than they realize.

What we've seen

Two people are discovering they have fundamentally different definitions of care and responsibility toward others.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.