Managing a 401(k) plan is a complex undertaking.
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:
- In-depth education about the roles, responsibilities and reporting requirements
- Resources to help plan sponsors understand all the required duties
- Seminars that summarize the key concepts of each topic
What every plan sponsor needs to know.