ERISA Fiduciary Answer Book: Forms & Worksheets Book

The ERISA Fiduciary Answer Book: Forms and Worksheets provides samples of the numerous documents required for meeting ERISA fiduciary regulations. Dozens of ready-to-use forms, worksheets, checklists, and other tools are included to take you step by step through the maze of ERISA compliance. Complex tasks are made simple, and clear-cut explanations are presented to determine how and when certain rules apply. With this extraordinary resource you'll be able to:

• Determine if a plan falls under fiduciary rules and how to comply
• Recognize fiduciaries and nonfiduciaries
• Share, shift, and/or allocate fiduciary responsibility properly
• Manage the fiduciary responsibility efficiently without undue risk
• Avoid liabilities
• And more!