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Fiduciary Tips


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CapTrust Tips for Fiduciaries were designed as an educational series for retirement plan sponsors to address important issues that plan committees face in their role as fiduciaries.

WHAT ARE CAPTRUST TIPS FOR FIDUCIARIES?

There are six tips in the series each year and they are sent out approximately every two months. Each tip focuses on a particular topic that can be used by plan committees to improve the plan and help employees improve their retirement success.
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Tip 1:

Conduct a fee analysis that is independent of your current retirement plan provider to know and understand the fees participants pay.

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Tip 4:

Evaluate your Target Date Fundchoices to ensure they’re on-targetwith your fiduciary responsibilities.

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Tip 2:

Learn the rules and options for setting up your “default fund” according to new DOL regulations – you may qualify for additional fiduciary protection.

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Tip 5:

Give employees more international investment choices on their 401(k) menu to help maximize diversification and possibly reduce risk.

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Tip 3:

Conduct a fee analysis that is independent of your current retirement plan provider to know and understand the fees participants pay.

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Tip 6:

Hire an independent fiduciary to evaluate and optimize your existing 401(k) plan.