Your Role as a Fiduciary
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities. We have compiled a fiduciary checklist to help you make sure you are meeting your fiduciary responsibilities, and if not, we can help.
