401(k) Fiduciary Benchmarking
Bonding Essentials
A fidelity bond is a form of insurance which protects the plan from risk of loss due to dishonest acts by employees who handle or manage plan funds or other property. ERISA requires that every fiduciary of an employee benefit plan and every person who handles plan funds be bonded
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Bonding Essentials Checklist
Bonding Video Lesson
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ERISA Essentials Collection
Plan advisors, TPAs, service providers, HR organizations, insurance agents, investment brokers, CPAs, attorneys and more need this collection. These books are written for anyone who oversees, advises or is tasked with the management of a 401(k) or 403(b) pension plan.
Plan Record Retention Guidelines
401(k) plans generate and require forms, correspondence, data and documents. The information is often confidential, time sensitive and complex. Legally, the responsibility of record retention falls on the plan administrator (the employer) This lesson will help you understand the requirements and help you to implement a record retention policy for your company.
