Retirement plan fiduciary education
Retirement plan fiduciaries have a critical role in helping employees become retirement ready. With that opportunity also comes fiduciary duties and responsibilities, as well as potential individual and company-level liability if fiduciary responsibilities are not fulfilled. View this presentation to understand fiduciary process frameworks, who is a fiduciary, non-fiduciary plan functions, fiduciary duties & tasks, fiduciary failures & liabilities, fiduciary oversight bodies, documentation details, prudent investment design & process, and more.
The information provided herein is for informative and educational purposes only. The use of hyperlinks to third party websites is not an endorsement of the third party. Third party content has not been independently verified. To understand how this content may apply to you, please contact a financial advisor.
