ERISA Fiduciary Navigator eSource

A Tool For Navigating Fiduciary Responsibility in a Rapidly Changing ERISA Landscape

ERISApedia, a product of AmericanTCS’s PensionPro, provides the professional compliance resources needed to service and grow your business while ensuring compliance with ERISA, IRS, DOL and PBGC.

As fiduciary responsibilities become more complex, fiduciaries and their advisors need practical guidance they can apply every day. That’s why we’re excited to introduce the ERISA Fiduciary Navigator eSource, a comprehensive new resource designed for real-world use. This eSource goes deeper into ERISA’s fiduciary responsibilities and requirements, helping professionals bridge the gap between technical regulations and day-to-day compliance.

A Practical Roadmap for Today’s Fiduciaries

The ERISA Fiduciary Navigator eSource is the most comprehensive fiduciary guide available, with more than 20 chapters covering fiduciary rules—and how to apply them in practice. It delivers clear, actionable explanations for professionals who need to make informed decisions in real time.

This resource is built for:

• • • • Attorneys, actuaries and consultants advising retirement plans
      • TPAs and recordkeepers managing plan operations
      • Financial advisors supporting investment decisions
      • Plan sponsors serving as named or functional fiduciaries

From defining the fiduciary role, to understanding prudence, loyalty, documentation, oversight and co-fiduciary liability, the eSource provides a full roadmap to fiduciary responsibility under ERISA.

Written by a Trusted ERISA Authority

S. Derrin Watson, J.D., APM has decades of experience translating ERISA complexity into understandable guidance. Derrin explains not only the rules, but why they exist—helping readers anticipate potential issues before they arise.

His previously published ERISApedia works include Who’s the Employer, the Plan Corrections eSource, the Plan Distribution eSource, the 403(b) Plan eSource and the 457 Plan eSource. He also handles ERISApedia’s Ask the Author service and works with FIS on their Relius line of documents and educational programs.

In 2006, ASPPA awarded Derrin its Educator’s Award for his work in providing professional education to plan practitioners. In 2023, NIPA awarded him it’s Lifetime Achievement Award for his contributions to the pension industry.

Exclusive Offer for Current Subscribers

If you’re a current Fiduciary Responsibility eSource subscriber, you’re eligible for an exclusive 50% discount when you switch to the ERISA Fiduciary Navigator eSource this year.

With fiduciary standards continuing to rise, now is the time to equip yourself with a resource designed for today’s regulatory environment—and tomorrow’s challenges.