Fiduciary Resources

Fiduciary Responsibility? You Are Not Alone

By MassMutual@Work

With the new DOL rule in effect, there are more fiduciaries than ever before – and some of them may not know it. In a recent survey1, more than four in 10 plan sponsors said their company wasn’t a fiduciary or they weren’t sure. And advisors who used to stick by the suitability standards are facing pressures of their own.

But you don’t have to go it alone.

MassMutual’s Fiduciary Assure program, powered by Envestnet Retirement Solutions, LLC (ERS), is designed to help you and your clients manage fiduciary responsibility.

The program provides investment recommendations that are compliant with ERISA Section 404(c), which may help insulate you and your clients against legal claims that can result from offering inadequate or inappropriate investments.

Fiduciary Assure can help you and your clients manage fiduciary responsibility, so you can get back to the business of helping your clients and their employees retire on their own terms.

Find out how Fiduciary Assure works, or contact MassMutual today to learn more.


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1 MassMutual’s Winning Combination study, 2015