Fiduciary Scorecard - ten minute test 

How well are you fulfilling your fiduciary plan obligations?
Over the past year, the Employee Benefits Security Administration (EBSA) agency of the Department of Labor (DOL) has put forth great effort to promote compliance among retirement plans. Its enforcement efforts for fiscal year 2017 resulted in the collection of a staggering $1.1 BILLION through plan restorations, fines and penalties - and we can expect those numbers to grow. EBSA investigations led to the indictment of 113 persons for crimes related to employee benefit plans in FY 2017.1

The goal of our Fiduciary Scorecard is to provide you with the information to make better decisions and reduce your fiduciary risk. Regardless of your score, it is important to refresh your knowledge of fiduciary responsibilities. 

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