Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Managing Director - Operations, Benefits

Daybright Financial
(Remote / CT / MA / NJ / NY / PA / Hybrid)

Daybright Financial logo

Retirement Plan Administrator

Southern Pension Services
(Remote / Tampa FL / CO / Hybrid)

Southern Pension Services logo

Retirement Plan Consultant

July Business Services
(Remote / Waco TX)

July Business Services logo

3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions logo

Relationship Manager for Defined Benefit/Cash Balance Plans

Daybright Financial
(Remote)

Daybright Financial logo

Plan Consultant - DB/CB

MAP Retirement
(Remote)

MAP Retirement logo

Relationship Manager

Retirement Plan Consultants
(Urbandale IA / Hybrid)

Retirement Plan Consultants logo

Plan Consultant

BPAS
(Remote / Utica NY / Hybrid)

BPAS logo

Plan Consultant

BPAS
(Utica NY / PA / Hybrid)

BPAS logo

ESOP Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

DB Account Manager

Pentegra
(Remote)

Pentegra logo

Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

Retirement Relationship Manager

MAP Retirement
(Remote)

MAP Retirement logo

Cash Balance/ Defined Benefit Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ)

Steidle Pension Solutions, LLC logo

Staff Accountant

BPAS
(Huntingdon Valley PA / Hybrid)

BPAS logo

Regional Vice President, Sales

MAP Retirement USA LLC
(Remote)

MAP Retirement USA LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More Multnomah Group Webinars, Podcasts and Conferences

Fiduciary File: the Importance of Maintaining Proper Documentation

Multnomah Group

Feb. 24, 2021
On-Demand
Webinar

Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a result, plan records may cover many years of transactions. The Internal Revenue Service (IRS), as well as the Employee Retirement Income Security Act (ERISA), require plan sponsors to maintain records of a variety of documents related to the plan.   Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan.  It is also critical when addressing any legal or regulatory inquiries.

Join us as we cover:

  • What is a fiduciary file and who maintains it
  • Documents that need to be included in your fiduciary file
  • Fiduciary file best practices

More Information, How to Register