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Posted by studiocenter on Jun 1, 2009

ERISA Fiduciary Responsibilities

In this issue:

  • Who is a Fiduciary?
  • Fiduciary Duties
  • Selecting and Monitoring Service Providers
  • Selecting and Monitoring of Investments
  • Investment Policy Statement
  • Participant Directed Accounts
  • Paying Reasonable Expenses
  • Plan Administration and Compliance
  • Following the Plan Documents
  • Participant Communications
  • Government Reporting
  • Bonding
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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