Fiduciary Login

Dear Plan Sponsor,

A fiduciary is defined as someone acting in a position of trust on behalf of, or for the benefit of, a third party.

  • As a 401(k) plan sponsor, you are fiduciary and it is important that you always act in the best interest of your 401(k) plan participants.
  • The best way to accomplish this is to make sure that your plan and its investment options adhere to the plan's Investment Policy Statement (IPS).
  • The IPS defines the duties and responsibilities of the investment committee and investment selection and monitoring criteria.

To help you fulfill your fiduciary responsibility, Please login to download electronic documents