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Advisor Best Practices: Providing Fiduciary Education to Plan Sponsors (PDF)
Newport Group
Dec. 7, 2018 "Most plan sponsors would benefit from foundational education covering topics such as [1] The fiduciary standards under ERISA and how that translates into specific responsibilities related to overseeing a retirement plan; [2] Bonding requirements; [3] Plan fees and fee disclosure rules; [4] Current service provider relationships and any delegation of fiduciary duties ... [5] Terms of the investment policy statement ... [6] Terms of the plan document; [7] Critical compliance deadlines." MORE >> |
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