Understanding Your Fiduciary Responsibility: An Executive Guide to Reducing Risk and Liability

Sponsored By Charles Schwab Corporate & Retirement Services

Topics:

Compliance & Governance > ERISA/HIPAA

Employee Benefits & Human Capital

Financial Crisis

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Abstract:

In six steps you'll be better able to execute your role as a retirement plan fiduciary. The first three steps will examine what is required of fiduciaries of retirement plans to assist with reducing fiduciary risk. The last three steps will discuss common characteristics of successful fiduciaries and how they help limit fiduciary liability.

DETAILS

Sponsored by: Charles Schwab Corporate & Retirement Services

Released: October 17, 2008

Length: 20 pages

Format: PDF (320 kb)

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