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The fiduciary toolkit, developed with ERISA attorney Marcia Wagner, describes the rules and regulations for the investment related fiduciary responsibilities a plan sponsor faces. Both non-fiduciary and fiduciary advisors can provide valuable assistance on behalf of a plan — and leverage their knowledge to better serve clients and be more effective in winning new DC business.
With the fiduciary toolkit you get:
What are some facts every plan sponsor needs to know?
Scroll over the squares to learn more.