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Is this Human Resource Officer a fiduciary (Answer Yes or No for each question)? The human resource officer directs the investment of plan assets. The

Is this Human Resource Officer a fiduciary (Answer Yes or No for each question)?

The human resource officer directs the investment of plan assets.

The human resource officer provides investment education to a pension plan participant.

The human resource officer makes recommendations to decision makers about investments in the pension plan.

The human resource officer selects the 3rd party pension investment service provider.

The human resource officer approves the content of pension communications.

The human resource officer approves or denies health care claims.

The human resource officer maintains plan records and prepares participant reports.

The human resource officer provides some investment advice to a single employee on how to invest in the participant plan's account.

The human resource officer determines participant eligibility based on written rules.

The human resource officer signs checks for allocation of plan investments to participants.

The human resource officer handles payroll withholding.

The human resource officer prepares, distributes and communication materials about the plan.

The human resource officer orients new participants on the plan.

The person has the title of the human resource manager.

The human resource officer processes claim payments.

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