Wednesday, May 26, 2010

Are you a Fiduciary?

Can you answer yes to the following questions?

1. Do you exercise discretionary authority or discretionary control regarding management of your company’s Defined Contribution Plan?
2. Do you exercise discretionary authority or discretionary control regarding management or disposition of your company’s Defined Contribution Plan?
3. Do you have any discretionary authority or in administration of the Plan?
4. Do you give investment advice for a fee or other compensation, direct or indirect?

To find out if you are a fiduciary or not, attend one of the fiduciary sessions at PSCA’s National Conference , September 21 -24, 2010.

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