Plan Trustees Beware

A company or professional services organization that sponsors a Qualified Defined Contribution Retirement Plan is providing a true employee benefit to those who choose to participate in taking charge of their financial futures.  At the same time, the Plan Trustee(s) is/are personally liable with making sure that the Plan maintains its qualified status and does so by adhering to a list of Fiduciary Reponsibilities that ensure compliance with those duties.  Please click on the link below and if you have any questions regarding the attached requirements, please contact your PPA administrator.Fiduciary Responsibility Checklist - click here