Skip to content.

Download the Checklist to Manage Your Fiduciary Risk

Avoid
Costly Fiduciary Mistakes

If you make decisions for your company's retirement plan, including signing and filing Form 5500, plan design, or plan investment decisions, you are a fiduciary and could be vulnerable to fiduciary risk. We've created a checklist to help you understand and manage these responsibilities, including:

  • Fi_list.png

    Investment & service provider oversight

  • Fi_magnifying-glass.png

    Fiduciary liability


  • Fi_employees.png

    Plan administration