As a retirement plan sponsor, the choices you offer affect employees’ sense of well-being, job satisfaction, and their families.
Whether you’re new to plan sponsorship or have a seasoned team, this fiduciary responsibility brings complexities around legal requirements, investment selections, plan design, and more. The right guidance can help satisfy your fiduciary responsibilities while reducing administrative burdens.
Wilmington Trust has created this e-book as a guide for plan sponsors like you. With decades of experience advising companies on plan governance, we understand the intricacies. We know that an experienced retirement plan advisor can help you navigate Employee Retirement Income Security Act (ERISA) regulatory requirements and create a plan designed to help improve the participant experience.
Inside, you’ll find articles and infographics that walk you through key aspects of plan governance. We’ll explain your responsibilities around fiduciary duties, managing service providers, and more. You’ll learn how to build an effective committee, select investments prudently, and engage participants through communications. Finally, we offer a calendar to help you organize your annual plan activity.
Our comprehensive approach can help you satisfy fiduciary duties and reduce your administrative burden. Connect with Wilmington Trust today to learn more.
Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice. Plan sponsors and recordkeepers should consult with their legal and tax counsel on compliance questions.
This article is intended to provide general information only and is not intended to provide specific investment, legal, tax, or accounting advice for any individual. Before acting on any information included in this article, you should consult with your professional adviser or attorney. Facts and views presented in this report have not been reviewed by, and may not reflect information known to, or the opinions of professionals in other business areas of Wilmington Trust or M&T Bank. M&T Bank and Wilmington Trust have established information barriers between their various business groups.
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