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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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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.
Plan Sponsor Guide: Selecting & Monitoring Service Providers
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