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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& Much More …

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Prism Health

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Cherryland Electric Cooperative