ERISA Retirement Plan Investment Resource Kit

Summary

This resource kit provides practical guidance in the form of practice notes, checklists, templates, and clauses that relate to the investment of plan assets under the Employee Retirement income Security Act (ERISA). The resource kit addresses fiduciary responsibilities regarding the administration of an ERISA employee benefit plan, including setting up the plan (addressing the differences between settlor and fiduciary functions), plan administration, and governance of an investment committee or other fiduciary committee for a qualified retirement plan or other ERISA employee benefit plan. The resource kit includes Practical Guidance materials on the engagement and use of investment advisers and investment managers in managing and investing ERISA plan assets, and includes forms, like charters and investment policy statements, that you can use in establishing and governing a fiduciary committee responsible for the selection and monitoring of plan investments.