Unit 2 – People in your neighborhood: Recordkeepers & Custodians
Unit 2 discusses the roles of the plan trustee, recordkeeper, and custodians; how to select who should serve these roles for your plan; and how to fulfill your fiduciary duty to monitor these parties.
If you have any questions, please contact your dedicated plan representative.
Disclaimer: This course is designed to provide general education and should not be construed as tax or legal advice for any attendee/viewer. The course and its supporting materials are purely for educational purposes and do not guarantee any particular outcome from an interaction with a government agency, such as the Internal Revenue Service or the Department of Labor, nor is this course designed to prevent any potential legal action against the plan or its fiduciaries. Participation in this course does not create an attorney-client relationship between Ferenczy Benefits Law Center and the attendee/viewer. Notwithstanding the foregoing, it is likely that successful completion of The 15-Minute Fiduciary will demonstrate your efforts to educate yourself and understand your fiduciary duties.
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