How Would You Find Out Who Is The Fiduciary Of Your Retirement Plan?

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    David RacichPRO
    Fountain Hills, Arizona
    Assuming you’re not addressing individual retirement plans like IRAs and SEPs, your annual statement should include your 408(b)(2) fees (including admin fees) and you compliance statement 404(c) which should cite your administrator who has fiduciary responsibilities for your plan. You also should be able to find out who is the fiduciary of your plan through your company’s human resource department 
    Answered on June 22, 2013
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