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Advisor Best Practices: Providing Fiduciary Education to Plan Sponsors (PDF)
Newport Group Link to more items from this source
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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