Click this icon to purchase and download your copy of the "Fiduciary Toolkit."
The purpose of "The 401k Plan Sponsor's Fiduciary Toolkit - 2nd Edition" (Toolkit) is to help individuals, retirement professionals and companies manage fiduciary duties and improve qualified plan operations. It provides tools, information, and insights needed to be an effective retirement plan fiduciary. If you are responsible for your company's retirement plan or work with plan fiduciaries, the Toolkit is a must have resource.
The Toolkit is currently used by hundreds of plan sponsors and consultants from Fortune 500 companies down to the smallest plan. The 2nd edition contains even more information and tools!
System requirements: Win 95, 98, ME, 2000, NT, XP.
Plan Sponsors
- Help managing your 401k plan.
- How to monitor plan costs.
- Questions you should ask of your consultant/broker.
- Your responsibility regarding investment options.
- Investment Committees.
- Administrative Committees.
- Training trustees and other fiduciaries.
- ERISA 404(c) basics.
Plan Committee Members and Legal Counsel
- Methods and processes to improve your legal compliance.
- Contains useful information on fiduciary responsibilities.
- Help business owners understand why they must care about plan fiduciary issues.
- Improved staff knowledge = improved performance and better risk management.
With "The 401k Plan Sponsor's Fiduciary Toolkit - 2nd Edition" it has never been easier nor as economical to address these issues and many others. Over 100 printed pages of articles, checklists, tools, and resources from some of the nation's top retirement plan experts.
At only $49.95 you cannot go wrong. The Toolkit is an e-book so you will be able to download it immediately, eliminating all postage and handling costs.
Click this icon to purchase and download your copy of the "Fiduciary Toolkit."
System requirements: Win 95, 98, ME, 2000, NT, XP.
Questions? Email us with "Fiduciary Toolkit Question" in the subject line.