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The Five W's: A Plan Fiduciary Perspective
National Association of Plan Advisors [NAPA]Link to more items from this source
Dec. 2, 2015
"There are a lot of questions that plan fiduciaries should ask, but here are five W's and an H that every new plan fiduciary -- or every 'old' fiduciary who is new to a plan -- should ask. [1] Who are the (other) plan fiduciaries? ... [2] What does the plan cost? ... [3] When was the plan document last updated? ... [4] Where is the plan document (or at least a copy of it)? ... [5] How much insurance coverage do you have? ... [6] Why do we offer this workplace retirement plan?"

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