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Required reading for sponsors of corporate retirement plans. Describes best practices in light of today's regulatory and legal framework and how we at Artifex Financial design state-of-the-art programs to limit fiduciary liability and create better performing, lower cost pension and retirement plans.

THE FORK IN THE ROAD Implications of The Pen sion Protection Act of 2006 And the Evolution of Fiduciary Respon sibility  A...
Introduction You stand at the fork in the road The road on the left represents doing nothing - the path of least resistanc...
Before we go on, perhaps a definition of Fiduciary is in order. According to Encyclopedia Britannica, a Fiduciary is     I...
How did we get here  In the beginning, the 401 k  concept was born. Many would say that the idea of a retirement plan that...
Where are the Potholes and Washouts  We have reviewed all of the developments that effect your role as a retirement plan s...
Your Navigation Chart  6
Your Compass Rose  To find your way in your fiduciary journey, rely on a carefully designed investment policy statement  I...
This is a recent fund summary report that illustrates some of the criteria that should be incorporated into an investment ...
   Be Prepared    Perhaps you   ve heard the Boy Scout motto once or twice in your lifetime. It   s actually one of the be...
Resources Foundation for Fiduciary Studies  http   www.fi360.com main foundation_studies.jsp Certified Financial Planner B...
EXHIBIT A  Current Investment Options  Fund Name BlackRock International Value B Evergreen Core Bond B Loomis Sayles Core ...