Fiduciary Considerations When Assessing Investment Vehicles

With increased scrutiny on retirement plan fees, it is more important than ever for fiduciaries to consider various vehicles, such as collective investment trusts, in their menu selection process. Like all fiduciary decisions, the best way to manage litigation risk is by documenting these decisions.

In this useful resource, we’ll share four key categories of considerations to help fiduciaries make an investment vehicle decision that is in participants’ best interest.