1216 Burnett Dr
  Lantana, TX 76226

  (214) 870-6785

 

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   Copyright 2003-2017
   Bruce Ruud and Assoc.
   All rights reserved.

 

 


Fiduciary Education Outline
 

 

  • Current Plan Landscape
  • Committee Structure/Governance
  • Delegation of Fiduciary Responsibility
  • Plan Documents
  • Regulatory Agencies
  • Overview of Title I of ERISA
  • Selection/Monitoring of Service Providers
  • Selection/Monitoring of Plan Investments
  • Other Ways to Reduce Fiduciary Liability
  • Where is the greatest liability?
  • Common Violations Cited by USDOL


Bruce Ruud & Associates is available to customize and provide training to your fiduciary committees. We have provided training sessions from 15 minutes to 2 days. Every class action lawsuit I have seen, examines the fiduciary training received by the plan fiduciaries.


 

If you are interested in additional information about Fiduciary Education or would like to be added to our mailing list to receive periodic emails, please contact us.

 

 

 

Bruce Ruud and Associates   ●   (214) 870-6785   ●   Contact Us

   Copyright 2003-2017
   Bruce Ruud and Assoc.
   All rights reserved.