Fiduciary Services
The Employee Retirement Income Security Act (ERISA) protects the rights of participants and beneficiaries of retirement plans. At Ameritas Retirement Plans we are prepared to help you understand your duties as a fiduciary by providing a wide range of support.Fiduciary Handbook
We provide a Fiduciary Handbook plan sponsors can use to help manage fiduciary responsibilities. It contains:- An overview of fiduciary responsibilities
- Information on ERISA Section 404(c)
- Sample investment policy statement
- A simplified plan review checklist
Fiduciary Investment Safeguard®
Fiduciary Investment Safeguard is a program designed to give plan sponsors confidence that their retirement plans satisfy key fiduciary investment duties. It is available at no additional cost to plan sponsors using a group annuity retirement plans product from Ameritas Retirement Plans. By meeting certain requirements, plans sponsors may be reimbursed for certain reasonable damages that result from charges relating to the investment selection process or investment platform. With Fiduciary Investment Safeguard, plan sponsors can be confident their retirement plan:- Uses prudence in the selection and monitoring of investments
- Offers a broad range of investment options
- Offers investment options appropriate for long-term investing for retirement
Ameritas Retirement Plans is a division of Ameritas Life Insurance Corp., a UNIFI Company. Each UNIFI Company is solely responsible for its own financial condition and contractual obligations. For more information about UNIFI Companies, visit UNIFIcompanies.com. Ameritas Life Insurance Corp. is not licensed to do business in New York.
