Skip to Content

Fiduciary Education & Resources

The fiduciary standards ERISA holds employers who sponsor qualified retirement plans accountable to have been described by courts as "the highest known to the law", yet many employers have little to no knowledge they even exist.

Retirement Plan Solutions is committed to the ongoing provision of quality fiduciary education over time. A key focus in this regard is our continual identification of third-party guidance, research or materials from the Department Of Labor, other governmental agencies, ERISA law firms, and other credible publications that provide quality, substantive insights into this wide ranging topic.

We have assembled the information below to assist employers and industry professionals in better understanding the ever evolving topic of fiduciary responsibilities for sponsors of qualified retirement plans. We hope this information is useful to you, and we invite visitors to forward any additional pieces to us that you believe could be of benefit to others.

 


 

Please click on the following links for helpful publications, articles, and white papers directly relevant to important current and fiduciary retirement plan topics.

Accreditation Summaries:

Sample Form for Use in Selecting an Investment Advisor Representative:

Sample Reports

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites you are linking to.

Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.

Please talk to a legal professional prior to making any legal decisions.