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Understanding the Role of the Investment Fiduciary (PDF)
Conrad Siegel Actuaries
Mar. 1, 2013
"A guide for those responsible for a 401(k), 403(b), or profit sharing plan's investments[:] Who is considered a fiduciary with respect to a plan's investments? ... What are the basic responsibilities of a plan's investment fiduciaries? ... What happens if a fiduciary does not fulfill his or her duties? ... I am an investment fiduciary, but I am not an expert. Can I outsource my liability? ... What type of fiduciary should I hire to help us oversee our plan?"
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