RESOURCES & LINKS
The (7) Simple Plan Sponsor Truths
- Yes, It’s True. You are a FIDUCIARY
- You CAN Delegate Your Fiduciary Responsibilities
- You MUST Understand Your Plan’s Fees. ALL Fees
- Ask The RIGHT Questions of (Benchmark) Your Current Provider
- MAINTAIN Your Investment Policy Statement
- Form an Investment Committee and MEET Regularly
- MONITOR Your Plan!
“Understanding and evaluating plan fees and expenses associated with plan investments, investment options, and services are an important part of a fiduciary’s responsibility.” ~ Department of Labor