HR Magazine, September 2003 - Fidicuiary Fitness - Additional Material 

Vol. 48, No. 9

Sources of Information and Training

Internet sites
The Employee Benefits Security Administrationoffers complete information about ERISA, compliance assistance, government enforcement, reports and more. Includes two ERISA Advisory Council reports:

• The Working Group on Fiduciary Education and Training, Nov. 8, 2002

• The Working Group on Guidance in Selecting and Monitoring Service Providers, Nov. 13, 1996

  The Internal Revenue Service's Division of Employee Plans

Training
The Center for Fiduciary Studies(412-390-5080), offers a 2.5-day educational program on investment management at the University of Pittsburgh, at Stetson University in Celebration, Fla., and online.

Fiduciary College, Stanford University School of Law(650-723-5905), offers a two-day program on fiduciary duties and best practices for trustees and senior managers.

Mid-Sized Pension Management Conferences(919-541-2008), by University Conference Services, are held five times per year in various cities for sponsors of plans with assets of $1 million or more. The next conference is Oct. 26-29 in Chicago.

Books
Prudent Investment Practices: A Handbook for Investment Fiduciaries, by the Foundation for Fiduciary Studies. Center for Fiduciary Studies, 2003. For copies, contact the Foundation, www.ffstudies.org.

ERISA Fiduciary Answer Book, by David R. Levine and Tess J. Ferrera. Panel Publishers, 2001. $170. The book is updated every year with a separate supplement available for purchase.