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Resources
for Fiduciaries
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Frequently Asked Questions about Pension Plans and ERISA
FAQs that describe the provisions of the federal pension law.
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Meeting Your Fiduciary
Responsibilities
To meet their responsibilities as plan sponsors,
employers need to understand some basic rules, specifically the Employee
Retirement Income Security Act (ERISA). ERISA sets standards of conduct
for those who manage an employee benefit plan and its assets (called
fiduciaries). This publication provides an overview of the basic
fiduciary responsibilities applicable to retirement plans under the law.
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Understanding Retirement Plan
Fees And Expenses
This booklet will help retirement plan sponsors better
understand and evaluate their plan's fees and expenses. While the focus
is on fees and expenses involved with 401(k) plans, many of the principles
discussed in the booklet also will have application to all types of retirement
plans.
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401(k) Plan Fee Disclosure Tool
A form that
provides employers with a handy way to make cost-effective
decisions and compare the investment fees and administrative costs
of competing providers of plan services.
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Reporting and Disclosure Guide for Employee Benefit Plans
This guide is intended to be used as a quick reference tool for certain basic reporting and disclosure requirements under ERISA.
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Selecting And Monitoring Pension
Consultants - Tips For Plan Fiduciaries
ERISA requires that fiduciaries
of employee benefit plans administer and manage their plans prudently and in
the interest of the plan’s participants and beneficiaries. In carrying out
these responsibilities, plan fiduciaries often rely heavily on pension
consultants and other professionals for help. Findings included in a report by
the SEC released in May 2005, however, raise serious questions concerning
whether some pension consultants are fully disclosing potential conflicts of
interest that may affect the objectivity of the advice they are providing to
their pension plan clients.
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Tips For Selecting And Monitoring Service
Providers For Your Employee Benefit Plan
Business owners are responsible
for ensuring that their 401(k) plans comply with Federal law and rely on other
professionals to assist them with their plan duties. Selecting a service
provider is one of the most important responsibilities of a plan
sponsor.
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Reporting and Disclosure Guide for Employee
Benefit Plans
This guide is intended to be used as a quick reference tool
for certain basic reporting and disclosure requirements under ERISA.
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Resources for Small Employers
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