Caterpillar Unveils Fiduciary Kit

February 18, 2004 (PLANSPONSOR.com) - Caterpillar Investment Management Ltd. (CIML) has unveiled a fiduciary tool kit to help defined contribution plan sponsors understand and manage their fiduciary obligations.
The tool kit includes a guide to fiduciary bonding requirements, ideas for managing liability, information on 404(c) compliance, a sample investment policy statement, and helpful Internet resource sites.

According to David Bomberger, CIML’s president, “The role of a fiduciary is a critical and complex one. Our fiduciary tool kit is designed to help investment committee members meet their responsibilities to their plans and participants.”

For more information, go to www.plansponsorsolutions.com .

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