134 Hidden Hills
  New Braunfels, TX 78132

  (214) 870-6785

 

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   © Copyright 2003-2009
   Bruce Ruud and Assoc.
   All rights reserved.

 

 


Compliance Tools
Fiduciary Education Outline

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Current fiduciary environment

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Prudent fiduciary process and proper documentation

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Overview of Title I of ERISA

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Duties prescribed by the Plan/Trust Documents

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Investment considerations

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Discussion of common fiduciary violations

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Overview of criminal statutes pertaining to employee benefit plans

 

If you are interested in additional information about this topic, please contact us.

 

 

 

Bruce Ruud and Associates   ●   (214) 870-6785   ●   Contact Us

   © Copyright 2003-2010
   Bruce Ruud and Assoc.
   All rights reserved.