Resources for ERISA Trustees
Fiduciary Governance for an ERISA Trustee or “Why Size Doesn’t Matter”
In this ebook, we’ll provide a clear roadmap to help ERISA trustees understand their five core duties of care, and more importantly, how to fulfill these duties.
Video: Balancing an ERISA Plan's Risk and Return ObjectivesThis video will discuss what to look for in the Plan Document regarding risk and return objectives, how ERISA code can be translated into a policy for balancing risk and return, and governance procedures that can protect the plan against unacceptable risk.
White Paper: Statutory Considerations for a Plan TrusteeThis content will teach you what specifically the trustee’s duties are, how the U.S. Code and CFR correspond to each other and each duty, and how the trustee and investment committee might establish a policy addressing each duty.
Sample RFP: Sample Fiduciary Governance Consultant RFP
This sample RFP will outline which questions to ask a fiduciary governance consultant, assess whether the consultant can meet the needs of the plan, and fulfill the plan trustee’s duty of care as it relates to the selection and monitoring of vendors.