Fiduciary Handbook-Staying On Course


If you are an owner, officer or advisor to a business, particularly a closely-held business, and the business sponsors a qualified retirement plan,  this Guide is for you.

The key people at closely-held companies must wear many hats: owner, officer, director, employee, “chief cook and bottle washer.”  When it comes to their tax-qualified retirement plans, the top people at companies-the decision makers-are ERISA fiduciaries because they make decisions about their plans when they serve as trustees, members of the plan committee and members of the board of directors.  Without an understanding of the responsibilities that go with those roles, fiduciary liability is just a heartbeat away.

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