Educational Resources for You and Your Clients
Inform
Inform fiduciaries about their responsibilities
Document
Properly document processes and decisions
Identify Risks
Identify potential risks
Review + Update
Review and update plan documents in the context of plan attributes
Comply
Comply with reporting and disclosure requirements
Fiduciary Briefcase: Your Secure, Easy-Access File Repository
Our Fiduciary Briefcase feature gives you secure, centralized, and 24/7/365 access to your key documents. Store, manage, and export any files you need, including:
- Service plan documents
- Signed contracts and agreements
- Meeting minutes
- Committee charters and investment policy statements
- Participant education materials
- Investment reviews, provider analysis, and benchmarking reports
Retirement Learning Center:
Your Hotline to ERISA Expertise
RPAG members have unlimited access to the ERISA veterans at Retirement Learning Center (RLC).
You can ask them anything you want – by phone or email any weekday – to ensure you and your clients have the plan-specific information you need to make your important decisions.
Stay Protected. Stay Organized.
See how our fiduciary frameworks can help you protect yourself and those you serve.