Fiduciary Learning Center
Learn the basics and how to put them into practice with this comprehensive guide.
Being a fiduciary for your retirement savings plan means you’re faced with complex rules about the decisions you need to make to support your retirement savings plan.
Those rules can cause confusion for even the most highly trained industry professionals, but they are critical because they involve protecting your organization from risk and liability.
TABLE OF CONTENTS
Part 1: Fiduciary Rules
• What do I need to do if I am a fiduciary?
• Delegation of fiduciary responsibilities
• Consequences of breach of fiduciary duties
• Employee Retirement Income Security Act of 1974 (ERISA) Requirements
Part 2: Strategies to limit your liability
• Compliance with ERISA Section 404(c)
• Selection and monitoring of service providers
Part 3: Managing your fiduciary responsibilities
• Managing your fiduciary responsibilities
Fortunately, you have help. The information and guides here will give you a look at your role, your responsibilities, and how Fidelity can help. Get started by clicking on the links below.
Three-part series that shows you the fiduciary rules, and strategies to limit your liability and cover your protection plan. Requires approximately 45 minutes to complete.
Three articles to help you put your learning into practice by assessing your risk, establishing a fiduciary committee, and building an investment policy statement. Requires approximately 15 minutes to complete.
Looking for the fiduciary calendar?
As a plan fiduciary, you have a lot to keep track of. This simple calendar puts many of the common tasks and deadlines at-a-glance for quick, easy reference. Access now