Friday, April 25th, 2025 A topical newsletter from PLANSPONSOR Fiduciary Education A review of who plan fiduciaries are, what is required of them, and the range of issues about which they should be educated. Administration ERISA Rules of the Road Experts recommend retirement plans conduct fiduciary education and training sessions at least annually and any time a new member joins the plan committee. Administration Does Outsourcing Impact the Need for Fiduciary Education? While outsourcing advisers or consultants can help relieve plan sponsors’ administrative tasks, it does not absolve them of fiduciary responsibility. Administration Fiduciary Basics for New Plan Sponsors Who are retirement plan fiduciaries and what does ERISA require them to do? Administration More Fiduciary Basics How can plan sponsors avoid prohibited actions, mitigate fiduciary exposures and correct errors? Compliance Tools and Techniques to Navigate the Fiduciary Landscape Rick Funston, CEO of Funston Advisory Services, talks through how public plan fiduciaries can prepare for and manage an increasingly complex pension world. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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