Fiduciary & Compliance Updates

Talk with a
Retirement Specialist
800-866-2288

Increased scrutiny from federal regulators makes it essential that you understand and fulfill your fiduciary responsibilities.

Avoid mistakes, penalties and potential legal action by getting the latest information you need to remain in compliance.

Tools and Resources

In Simple Terms

Watch a plain-language video guide to understand your plan fees and expenses.

Get Assistance

By Phone

Call a Retirement Specialist at 800-866-2288.

For existing retirement accounts, call 800-228-8076.

By Email

For sales inquiries, plan sponsors can send us a message.