Download your guide
Selecting and monitoring investments for your retirement plan is one of your primary responsibilities as a plan sponsor.
Our guide will help you understand your duties and implement a process to manage fiduciary risk, saving valuable time for you and your employees including:
- Adopting an investment policy statement (IPS)
- Special considerations for QDIAs
- Working with 3(38) Investment Managers
- Fiduciary considerations for Socially Responsible Investments
- Fiduciary considerations for Brokerage Windows
Check out our other Plan Sponsor Guides
Plan Sponsor Guide: Governance & Documentation
This guide will assist you in understanding your fiduciary obligations and properly allocating and/or delegating responsibilities through a plan committee and helps provide a consistent and repeatable framework for managing and documenting your ongoing fiduciary duties.
Plan Sponsor Guide: 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.
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.