With today’s legal and regulatory environment, it is even more important than ever that you understand your role as a retirement plan fiduciary. The Best Practices checklist for fiduciaries will offer sample questions for self-assessment connected to the four principal fiduciary best practices, along with additional thoughts for consideration.
*This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult you attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
Date and Time
Tue, Jun 07, 2022
11:30a - 12:30p CST