Adviser Due Diligence Disclosure Click here to access Dalbar's Due Diligence Disclosure form for advisers seeking certification and/or auditing.

Due Diligence for ERISA Advisers The Department of Labor has defined minimum requirements for prudent selection and monitoring of ERISA advisers. Click here to view Dalbar's summary of DoL minimum requirements as well as standards used by Dalbar to further protect participants.

SEC Pension Consultant Selection and Monitoring LinkClick here to view the SEC's Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries directly from the Securities and Exchange Commission Website.