Online Training

Fiduciary Essentials For Defined Contribution Plans

The Fiduciary Essentials for Defined Contribution Plans course, which is usually offered for $250, is designed to help plan fiduciaries and others involved in the investment process on strategies to improve their fiduciary decision-making and reduce the overall risks associated with managing the plan.

You will learn:

  • About your important role and responsibilities as plan fiduciaries.
  • How to reduce compliance and litigation risks associated with the management of retirement plans.
  • Strategies for implementing an effective and prudent fiduciary decision-making process.
  • How to select and work with qualified advisors, consultants and plan service providers.
  • Ways to create documentation for your fiduciary file and potential DOL audits.

However, we are able to offer you access to this course at no cost. Just email us today!