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Table of Contents
INTRODUCTION ............................................................................................................................... 1
Background ............................................................................................................................... 1
Purpose ..................................................................................................................................... 1
PART 1: EDUCATION POLICY – DECISION-MAKERS ................................................................................ 2
1.1 Intent ............................................................................................................................... 2
1.2 Objectives of Fiduciary Education .................................................................................. 2
1.3 Types of Educational Programs. .................................................................................... 3
1.4 Process for Reviewing Education Objectives ................................................................. 3
PART 2: EDUCATION POLICY – PLAN PARTICIPANTS ............................................................................. 4
2.1 Intent ............................................................................................................................... 4
2.2 Plan Objectives ............................................................................................................... 4
2.3 Duties and Responsibilities ............................................................................................ 5
2.4 Objective of Educational Programs ................................................................................ 6
2.5 Types of Educational Information ................................................................................... 6
2.6 Disclosure of Fees and Charges for Educational Services ............................................ 8
2.7 Communication to Participants ....................................................................................... 8
