Identification & Designation of Fiduciaries
Formalize the identification and documentation of plan fiduciaries.
Provide signature ready Fiduciary Acknowledgement Letters for all plan trustees/fiduciaries.
Provide a signed 3-21 or 3-38 Acknowledgement Letter with Premier Fiduciary Services.
Establish a formal Investment Committee with by-laws and charter.
Provide a written, signed Service Agreement for 3-21 or 3-28 fiduciary services.
Provide all fiduciaries with a copy of Prudent Practices for Investment Stewards Handbook.