Featured Resources
Plan Sponsor Guide
Fiduciary Role Comparison Guide
Understanding the practical differences between a discretionary trustee, 3(16), 3(21), and 3(38) fiduciary roles
Featured Guide
Understanding Discretionary Trustee Services
A high level overview of discretionary trustee services, how they work and why some plan sponsors choose to use them.
Before & After Guide
What Changes When You Delegate
A before-and-after guide to understanding what shifts when a discretionary trustee is formally engaged, and what the committee still owns.
Discretionary Trustee Services Articles
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Can Plan Sponsors Be Held Personally Responsible for 401(k) Plan Mistakes?
Personal fiduciary liability is one of the least understood parts of serving on a retirement plan committee, and one of the most important.
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When Is Delegating Fiduciary Responsibility the Right Move for a Committee?
As retirement plan responsibilities become more complex, many committees evaluate whether delegation could improve oversight and governance.
