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Fiduciary Resources & Tools

     
5 Point Fiduciary Checklist
     

 

Welcome to the Fiduciary Tools Resource Area.

ADP understands your need as a plan sponsor to continually evaluate your retirement program from the perspective of a fiduciary. Therefore, we have commissioned Blue Prairie Group, a human resources and retirement consulting firm, to create a resource tool for you regarding fiduciary responsibility and liability.

In this section you will find tools and informational resources to help you better understand and manage your role as a plan fiduciary.

Start here:

Protecting Your Company's Retirement Solutions:
Understanding your Role as a Fiduciary
Introduction

Fiduciary Responsibility:
It All Comes Back to You
Part 1 of 4

The Investment Selection Process:
What Kind of Choice is That?
Part 2 of 4

Monitoring Your Plan Investments:
It's an Ongoing Thing
Part 3 of 4

404(c) and Liability Part 4 of 4

Please note that neither Blue Prairie Group nor ADP can provide you with legal advice regarding your fiduciary duties under ERISA. This article and those following are not intended to constitute or be relied on as legal advice, but a description of applicable principles. Please consult with your attorney for legal advice on matters contained in these articles.

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Fiduciary Articles
Understanding Your Role as a Fiduciary
Fiduciary Responsibility: It All Comes Back to You
The Investment Selection Process: What Kind of Choice is That?
Monitoring Your Plan Investments: It’s an Ongoing Thing
404(c) and Liability
Tools
Fiduciary Checkup
Refining Core Asset Classes
ADP's "Scorecard"
Information That Must be Provided to Participants
Additional Information
5 Point Fiduciary Checklist
Investment Policy Statement (sample)
Quarterly Scorecard (sample)