TITLE

Trustees take note: Documentation is primary fiduciary duty

AUTHOR(S)
Gunsauley, Craig
PUB. DATE
March 2004
SOURCE
Employee Benefit News;Mar2004, Vol. 18 Issue 3, p44
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Promotes formal process and good documentation of records for retirement plan trustees. Emphasis on the fiduciary duty of trustees in recordkeeping of meetings; Advantages of an independent third-party analysis of the plan's investment carriers; Fiduciary services offered by Resources for Retirement in Newton, Pennsylvania.
ACCESSION #
12470069

 

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