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Understanding your fiduciary obligations, properly allocating and/or delegating responsibilities through a planning committee, and creating a consistent and repeatable framework for managing and documenting your ongoing fiduciary duties is 

Our guide covers: 

  • Governing Plan Documents
  • Eligibility and Vesting Determinations
  • Participant Contributions, Distributions & Loans
  • Non-discrimination Testing
  • Participant Disclosure Overview
  • Required Government Filings

Check out our other Plan Sponsor Guides 

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Plan Sponsor Guide: Retirement Plan Administration & Reporting

Understanding what’s required in the administration of the retirement plan can help you avoid being the subject of a regulatory investigation. We've developed a guide to help plan sponsors like you ensure nothing falls through the cracks. 
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Plan Sponsor Guide: Selecting & Monitoring Investments

Selecting and monitoring investments for your plan is one of your primary responsibilities as a plan sponsor. This guide will help you understand your duties and implement a process to manage fiduciary risk, saving valuable time for you and your employees.

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Plan Sponsor Guide: Selecting & Monitoring Service Providers

When it comes to selecting service providers for your plan, you should follow an objective process in order to make a well-informed decision to enter into, extend or renew an arrangement to provide services to your plan and/or your employees. Our guide can help you with the process.