Practical Tools
Fiduciary Compliance: A 15-point Checklist That Covers All Your Bases
Ensuring fiduciary compliance for your retirement and health plans will be a little easier with this 15-point checklist.
Fulfill your responsibilities and protect yourself from claims of mismanagement when you check off every box.
In this Practical Tool, you'll discover:
- Why settlor functions are a good thing
- What to include in service agreements with every outside vendor
- Potential liabilities in your service provider's communications with plan participants
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