3.
LEARNING OBJECTIVES
• Understanding the importance of fiduciary
excellence and adopting prudent processes
• Identify the expectations of a fiduciary
• Knowing what it means to assume a fiduciary role
• Recognize fiduciary roles and responsibilities
4. What Does “Fiduciary” Mean?
When someone is managing the assets of another
person and therefore stands in a special relationship
of trust, confidence, and/or legal responsibility.
Editor's Notes
In this first session, we will focus on identifying the function of a plan steward and the importance of managing responsibility.