INFOGRAPHIC: MANAGING YOUR FIDUCIARY DUTY

Posted on by Jerome.Pfeffer

Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If the Department of Labor (DOL) or Internal Revenue Service (IRS) knocks on your door, there are certain documents that should be complete and on file.

So, what should you have in your fiduciary vault? Download and save our free infographic to review our proper documentation checklist.

DOWNLOAD INFOGRAPHIC