ERISA Fund Trustee / Fiduciary Resources

If you are a fiduciary of an ERISA fund, it is likely a responsibility that you have accepted in addition to your regular full time employment.  It is important to have qualified service providers to assist you in your role as a fiduciary, but it is also important to have a basic understanding of your responsibilities.  Aside from reviewing your plan and related plan documents, such as the trust agreement and various policies, the following organizations and websites can provide valuable resources for both new and long-time trustees.

National Coordinating Committee for Multiemployer Plans

A membership based organization that focuses on multiemployer plans.  In addition to providing educational resources to multiemployer plan trustees and other service providers, it provides comments and testimony in relation to new developments in the law to educate regulators and other lawmakers on the unique nature of multiemployer plans.

Website: http://nccmp.org/resources/

International Foundation of Employee Benefits

A membership based organization that provides support and educational opportunities through online resources and in person conferences.

Website: www.ifebp.org

Members can obtain information relevant to specific inquiries through the “Got a Benefits Question” page.

The U.S. Department of Labor Employee Benefits Security Administration

A government organization that, in addition to its enforcement responsibilities, provides education through publications, seminars and webcasts.  A great starting point is the basic document, Meeting Your Fiduciary Responsibilities.

Website: https://www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/fiduciary-responsibilities/fiduciary-education-campaign

More Information for Trustees / Fiduciaries

In addition, if you have specific questions regarding your role as a fiduciary, feel free to contact us.