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Reference Documents

Module 1

Fiduciary Duties and Responsibilities

Sample Acceptance of Designation Appointment

 

Sample Defined Benefit Pension Investment Committee Charter

 

Sample Investment Committee Charter

 

Sample Resignation from Designation

 

Sample Resolutions to Establish Committee

Module 2

Strategies to Help Minimize Fiduciary Liability

Sample of Investment Policy Statement

Module 3

Selecting and Monitoring Service Providers

Sample Documenting Parties in Interest

 

Sample Documenting Role, Consultants and Service Providers

 

Sample Selecting and Monitoring Auditors

 

Sample Selecting and Monitoring Plan Consultants

 

Sample Selecting and Monitoring Service Providers

 

Module 5

Fees & Expenses

408(b)(2) Checklist

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