Fiduciary Education - An Online Learning and Certification Hub for Retirement Plan Sponsors & Fiduciaries.
We believe fiduciaries are intimidated by the retirement plan liability and complexities; therefore, we created an easy to use, quality online resource portal for Fiduciary Education.
These courses are simple, prudent and a cost-effective way to improve your plan management. Whether your plan is small or large, these courses will be relevant to you.

    Available courses

    ERISA Smart Fiduciary Education for Plan Sponsors

    Learn directly from a DOL Investigator what the DOL looks for and how stay out of fiduciary trouble.

    •  Self-Paced Online Course
    •  Eight Modules with Learning Objectives
    • Covers all ERISA plans including 401(k), 403(b), and DB Plans. Appropriate for Large or Small Plans
    • Approved for 3 Hours HRCI General and SHRM PDC Credit

    For the past five years, approximately 70% of retirement plans investigated by the Department of Labor resulted in a violation. Those violations have cost plan sponsors billions of dollars! It is no wonder that many retirement plan sponsors are intimidated and/or unware of their responsibilities.

    This course will help you become a Fiduciary Rockstar and be confident in your retirement plan management.