Discovering Fiduciary Problems: Questions to Ask

Recent years have seen a significant change in the way that qualified plans are managed. The resource you can download below offers Questions to Discover Fiduciary Problems, which can assist plan sponsors in evaluating potential improvements in the governance of their qualified plan.

This document, created by TRG, will help you understand the regulatory changes that have recently occurred.  Our questions will get you thinking about whether you’ve got a potential fiduciary breach, as well as how you can be sure that your administrative procedures are preventing an operational defect.