Am I a fiduciary?

And whether I am, or am not, what exactly does that mean?

This topic can seem difficult to tackle, but we’re here to help. Our fiduciary resources are designed to help you understand the difference between fiduciary and plan compliance responsibilities, and how they relate to your organization.

Fiduciary resources

Yes, I am a fiduciary

For an ERISA plan

For a Non-ERISA plan

No, I am not a fiduciary

What are my responsibilities?

I’m not sure whether or not I’m a fiduciary

I am not sure whether I’m a fiduciary or not

Knowledge Center