Fiduciary Support

Our Fiduciary Education Modules provide resources to inform and educate committee members regarding ERISA’s fiduciary requirements.

Proper documentation is a must for plan fiduciaries. Our best practices will help make sure your i’s are dotted and your t’s are crossed.

  • Investment committee charter
  • Investment policy statement
  • Investment monitoring reports
  • Fee benchmarking reports
  • Fiduciary compliance checklist
  • Fiduciary file checklist
  • Required notices and disclosures (working with recordkeepers and/or TPA)
  • Meeting minutes
Website - FIR (1)