Page 139 - AugDefComp

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