Fiduciary Resource Guide

Dimensional’s Fiduciary Resource Guide highlights prevailing fiduciary considerations. Plan sponsors can use it to evaluate their plan’s efficacy and help plan participants prepare for a secure retirement. Consultants, advisors, and service providers may find the Guide to be an important practice management tool for helping to develop long-term relationships with plan sponsors and participants.

Use the links below to download the complete Guide or individual articles. To support your practice management and business development activities, we also provide unbranded presentation resources for each topic discussed within the Fiduciary Resource Guide. This includes Key Principle(s), Best Practice(s), and a Pro Tip for each module, as well as primary messaging to highlight central themes and talking points.

To learn more, please download this overview or contact your Dimensional representative.