The Next Generation of Fiduciary Support.
As part of our commitment to simplify your job as a plan fiduciary, MassMutual is pleased to introduce our latest digital innovation — an interactive fiduciary planning tool for your retirement plan. Tracking and fulfilling your plan’s fiduciary obligations has never been easier.
In four simple steps, you can add key deadlines and reminders to your workplace calendar to better monitor your fiduciary responsibilities, including plan filings, notices, distributions, compliance testing, reporting and more.
YOU’VE GOT THIS.
This calendar tool is intended for use by single employer defined contribution and defined benefit plan clients subject to the provisions of the Employee Retirement Income Security Act of 1974 (ERISA). It calendar is not designed for multiple employer plans, Taft-Hartley plans, certain union plans, governmental and tax-exempt plans.
Please note that the information contained in this calendar is not intended or written as specific legal or tax advice and should not be deemed, relied upon or considered for purposes of avoiding any federal tax penalties. Neither MassMutual nor any of its employees or representatives is authorized to give tax or legal advice. You must rely on the advice of your own independent legal and tax advisers.