Fiduciary Training

Coming Spring 2023

Register to become a Beta Tester. Receive a deep discount to training at launch.

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What is included in the
upcoming Fiduciary Training program?

Core Learning

Additional learning modules

Understanding and Managing Conflicts of Interest
Understanding Plan Fees and How They are Paid
ERISA 404(c) Protection
Understanding ERISA 3(21) vs 3(38) Advisor Relationships
Investment Policy Statement Best Practices
Benchmarking and RFPs of Service Providers
Target Date Fund Considerations
Qualified Default Investment Alternatives
Documenting Fiduciary Decisions
Fiduciary Best Practices

Interested in being a beta tester in the fall of 2022?

What You Will Receive

One time access to the CORE Learning Module at no cost.

Option to complete additional training modules for a small administrative cost. ($9.95 per module with an optional bundle cost structure)

Certificate of completion of ERISA Fiduciary Training after completion of feedback

What we ask in return

Simply complete feedback survey.

Apply Now

I’m Interested in
ERISA Fiduciary Training

After filling out the form below we will reach out if you are selected for the beta program