The CPA and Attorney’s Introduction to Serving as a Trustee

White Paper

governance support for erisa trustees

Do you know what you need to know about serving as a trustee?

Whether you serve as a trustee or have clients who are trustees, you understand the complexities and risks of occupying this office. Few trustees have the time or experience to become fiduciary governance experts, and the consequences of missing a step can be serious. In this white paper, we’ll provide a clear roadmap to help trustees understand their five core duties of care, and more importantly, how to fulfill these duties.

In this white paper, you’ll learn:

  1. What are my duties of care?
  2. To whom do I owe these duties?
  3. How can I reduce my personal risks?

Download Resource

Web_Trustee Checklist


We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.