Know the duties that come with the plan.

Sponsoring a retirement plan carries real legal responsibility. These guides explain what it means to be a fiduciary and how to manage the role with confidence.

For plan sponsors

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Fiduciary duty, in plain terms.

Whoever makes decisions about the plan or its assets is a fiduciary — regardless of title — and the law holds them to a high standard. These guides explain who that includes, what the duties are, and how a consistent process protects both participants and your organization.

Want to reduce your fiduciary burden?

Learn how our 3(38) and 3(21) support can take on investment responsibility and the liability that comes with it.