Your 10-Minute Fiduciary Clarity Checklist
A short self-assessment to uncover strengths, surface gaps, and understand where additional structure may support fiduciary governance.
A simple, powerful tool to assess how prepared you are for today’s fiduciary expectations.
Fiduciary governance is complex—and even well-run organizations can have blind spots. In practice, issues often stem not from poor decisions, but from missing documentation, unclear roles, or inconsistent oversight. Our quick, 10-minute checklist gives organizations a simple way to evaluate how their fiduciary governance process is currently structured and documented.
Whether you’re a plan sponsor responsible for fiduciary governance or a broker supporting clients through increasingly complex expectations, this tool helps you:
- Assess governance structure, roles, and cadence
- Evaluate how fiduciary documentation is organized and maintained
- Review vendor oversight and monitoring practices
- Consider consistency in decision-making and process
- Identify which level of fiduciary support may be the right fit
It’s a simple, high-value way to better understand how your fiduciary governance process is structured today—and where additional consistency or support may be helpful.
Download the Fiduciary Clarity Checklist
Submit the form to access the checklist. Once complete, you’ll be redirected to our Fiduciary Solutions page to explore pathways for improving or supporting your governance process.
