The Employee Retirement Income Security Act (ERISA) protects the rights of participants and beneficiaries of retirement plans. But the rules can be complicated and confusing. At UNIFI Retirement Plans we are prepared to help you make sense of it all and fulfill your important fiduciary duties, by providing a wide range of support.

Fiduciary Handbook

We provide a Fiduciary Handbook that plan sponsors can use to help manage fiduciary responsibilities. It contains:

• Outline of fiduciary responsibilities
• Information on ERISA Section 404(c)
• Sample investment policy statement
• Annual plan review checklist

• Utilizing prudence in selecting and monitoring investments
• Offering a broad range of investments
• Offering fund appropriate for long-term investing for retirement 

By meeting certain requirements including the selection of a Qualified Default Investment Alternative (QDIA), UNIFI Companies Retirement Plans will indemnify plan sponsors for certain reasonable damages. Fiduciary Investment Safeguard is available at no additional cost to the plan sponsors using a retirement plans product from UNIFI Companies Retirement Plans. However, plan sponsors should read and understand the Fiduciary Investment Safeguard document to satisfy the conditions and requirements of this warranty.