TABLE OF CONTENTS
Part 1: Fiduciary Rules
Part 2: Strategies to limit your liability
Part 3: Your Protection Plan
This guide is designed to assist you in asking the right questions so you can diligently follow your fiduciary duties and to help you manage risk for your organization.
Creating a committee can help you meet your duties as a fiduciary. Learn how to get started and maintain a fiduciary committee with this guide.
An investment policy statement provides a decision-making framework for your committee to follow. Here are some factors to consider as you develop one for your plan.