Fiduciary best practices

Learn how to assess your risk and manage your liability by taking a few key steps

Assessing your risk

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.

Establishing a fiduciary committee

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.

Investment policy statement considerations

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.

Fidelity does not provide legal advice, and the information provided herein is general in nature and should not be considered legal advice. Consult an attorney regarding your plan’s specific legal situation.

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