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The ERISA Fiduciary Answer Book: Forms and Worksheets provides samples of the numerous documents required for meeting ERISA fiduciary regulations. Dozens of ready-to-use forms, worksheets, checklists, and other tools are included to take you step by step through the maze of ERISA compliance. Complex tasks are made simple, and clear-cut explanations are presented to determine how and when certain rules apply.
With this extraordinary resource you'll be able to:
* Determine if a plan falls under fiduciary rules and how to comply
* Recognize fiduciaries and nonfiduciaries
* Share, shift, and/or allocate fiduciary responsibility properly
* Manage the fiduciary responsibility efficiently without undue risk
* Avoid liabilities
* And more!
Every key area of fiduciary responsibility is thoroughly covered, and the sample documents and procedures make compliance easy.
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