Understanding Your Role as a Fiduciary

If you are involved in any decision regarding your company's 401(k) plan, there is a high probability you are acting as a fiduciary.

The 401(k) Road Map

The 401(k) Road Map defines what that role entails and offers a plan, process, and a discipline to help navigate through the maze of government rules and regulations ensuring compliance with the Department of Labor and the Internal Revenue Service.

How the Book Helps

Through the use of anecdotal stories, real-life examples, and analogies, the book offers a simpler way to understand terminology, requirements, government forms, rules, and processes. It will serve as a tremendous tool and a reference for HR directors, CFOs, and their staff.