Crafted by former Department of Labor Investigator, David Donaldson, the Fiduciary Worksheet Toolkit features quality guides and insight to get you and your retirement plan on track!
Appropriate for any ERISA Covered Retirement Plan!
Note: For sample purposes only. Fiduciary Education and ERISA SMART does not take any fiduciary liability by providing this tool/worksheet. A committee will want to establish review and planning procedures unique to their plan.
David Donaldson serves as the President and CEO of ERISA Smart. Previously he was a Senior Investigator for the U.S. Department of Labor where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers, investment advisors, investment managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisors and conflicts of interest.
David is a frequent speaker at national events on ERISA and retirement plan best practices. He also is an expert witness and was recognized as one of the top 100 most influential people in defined contribution. David’s experiences and 17 years of working with retirement plans provide him with a unique perspective unmatched in the industry.