Fiduciary Fundamentals

Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Watch our webinar recording covering the first tier of our Fiduciary Training Program that helps build a strong foundation for understanding what is required of plan fiduciaries.

Specifically, we looked at:

• Rules and regulations governing retirement plans
• Understanding ERISA Fiduciary Responsibilities
• Consequences of a breach of your fiduciary duty
• What governance documents can be utilized to support your fiduciary compliance