Posted in Zurich Obligations & Risk Management Retirement Plan Fiduciary What You … – SHRM June 22, 2026 A fiduciary’s responsibilities are guided by four primary principles: • the exclusive benefit rule, under which a fiduciary must operate the plan in a way that solely benefits participants and … https://www.shrm.org/content/dam/en/shrm/business-solutions/Whitepaper-Retirement-Plan-Fiduciary-Obligations-and-Risk-Management.pdf