Tools and Resources

401(k) Fiduciary Tools

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

5 Point Fiduciary Checklist

ADP Score Card 

Fiduciary Checkup

Fiduciary Responsibility

Monitoring Your Investments

Participant Information

Reducing Fiduciary Liability

Refining Core Asset Classes

The Investment Selection Process

Your Role

 

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