The guide, entitled “Helping You Fulfill Your Fiduciary Duties”, includes:
- a current plan summary form that helps sponsors organize and maintain their most important plan documents.
- templates for important plan documents, such as a delegation agreement, investment committee charter, investment policy statement, and other board materials.
- definitions of who is a fiduciary and why, and descriptions of fiduciary responsibilities, including the roles of making investment selections and offering participant education.
- a review of ERISA.
The guide is available both in print and electronic form. MassMutual’s plan sponsors can access it through MassMutual’s Total Retirement Center, www.massmutual.com .
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