Page 27 - DCAC November 2024 Files

Duty to Follow Plan Documents

Ensuring plan operation in compliance with applicable rules and regulations

Duty to Diversify
Interpreting plan provisions and applying plan terms as necessary
Ensuring that plan fees are reasonable and for necessary services

Duty of Prudence

Fiduciary Topics & Trends Fiduciary Overview Fiduciary Functions: Selecting and monitoring plan investments • Selecting and monitoring service providers • • • • Fiduciary Duties: Duty of Loyalty