The goal of this Handbook is to:

- Educate sponsors and fiduciaries on how to effectively address the key issues involved in setting-up and managing an employer-sponsored plan;
- Provide a process for making fiduciary decisions;
- Educate sponsors and fiduciaries on the methods and tools available for documenting their decisions; and
- Provide useful resources to assist in all aspects of plan set-up, management, and review.
 
Whether you are a service professional in the retirement plan industry or a plan sponsor setting-up or evaluating an employer-sponsored plan, this Handbook will provide you with the information and tools to address all critical plan service issues.

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