Scudder Offers Beefed Up Fiduciary Toolkit

August 16, 2005 ( - Scudder Investments has unveiled an updated version of its Fiduciary Toolkit for advisors.

A Scudder news release said the CD product provides resources and business-building tools to help address the fiduciary concerns of plan sponsors. Updated features include:

  • a newly revised fiduciary responsibility presentation entitled Risky Business to use with plan sponsors
  • a sample of the custom Plan in Review book
  • a host of Scudder marketing materials some with interactive capabilities

“In today’s challenging market and regulatory climate, every decision a plan sponsor makes is fraught with fiduciary risks and responsibilities,” said Fred DeDona, Vice President, Marketing & Product Development, Scudder Retirement Plan Services, in the news release. “Retirement plan advisors can use these tools again and again to help build and retain effective client relationships because it gives them an advantage in dealing with a topic that is paramount to plan sponsors.”

The new toolkit also offers downloadable tools under four sections:

  • Risky Business presentation
  • prospecting tools
  • trustee review guidelines
  • about Scudder.