Identification & Designation of Fiduciaries

identification & designationFormalize 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.