Page 26 - DCAC November 2024 Files
P. 26
Ensuring plan operation in compliance with applicable rules and regulations
Interpreting plan provisions and applying plan terms as necessary
Ensuring that plan fees are reasonable and for necessary services
Duty of Duty to Follow Duty to Plan Documents Diversify Prudence
Fiduciary Topics & Trends Fiduciary Overview Fiduciary Functions: Selecting and monitoring plan investments • Selecting and monitoring service providers • • • • Fiduciary Duties: Duty of Loyalty
