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Fiduciary Education

Improving Plan Management by Empowering Plan Sponsors and Financial Professionals



ENROLL NOW

Get equipped with the knowledge and resources you need to create better retirement plan outcomes for your organization and employees.


Our premium online courses and tools for 401(k), 403(b) and Defined Benefit Plans are:

Taught By Master Class Instructors
Leading retirement and benefits experts specializing in key industry topics
Trusted & Certified
Independent and unbiased course material approved for verified CE credit.
Accessible & Prudent
Efficient, self-paced learning platform for all levels of plan management.
Top-Rated Nationwide
Used and recommended by thousands of plan sponsors and retirement professionals all over the country.


Become a Fiduciary Education Member & Enroll Now:

BASIC

Explore what Fiduciary Education has to offer.

$0

It's free to get started.

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Become a Fiduciary Education member for free to access:
  • Fiduciary Education 14-Day Challenge
  • Mini Courses
  • Basic Worksheets & Resources
  • Priority Registration for In-Person Events & Webinars
  • Plan Sponsor Connect Portal: Meet With An Expert Advisor in Your Area
  • +More!
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GUIDED

Access Premium Courses delivered one at a time as part of a monthly curriculum designed for success.

$99/mo

Save thousands compared to à la carte course pricing.

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Everything included in Basic Membership, plus:
  • Guided Premium Course Curriculum: unlock one new course per month
    • Learn from Master-Class Instructors
    • Earn Approved CE Credit
    • Receive a Fiduciary Education Certificate of Completion
  • Premium Worksheets & Resources
  • Members-Only Discount on Instructor Office Hours & Consulting Sessions
  • Private Insider Resource and Networking Community: Membership Access Exclusively for Plan Sponsors
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ALL-ACCESS

Instantly unlock the entire Premium Library to complete courses at your own pace.

$999/yr

Annual members save over $200!

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Save 15% off monthly Guided Membership, plus:
  • All-Access Pass: unlock the entire Premium Course Library, instantly
    • Learn from Master-Class Instructors
    • Earn Approved CE Credit
    • Receive a Fiduciary Education Certificate of Completion
  • Premium Worksheets & Resources
  • Members-Only Discount on Instructor Office Hours & Consulting Sessions
  • Private Insider Resource and Networking Community: Membership Access Exclusively for Plan Sponsors
SIGN UP NOW

Individual Courses

Designing a Successful Defined Contribution Plan

Available until

Stacy Schaus, CFP® Stacy Schaus, CFP®
%
COMPLETE
$400
Guide to Selecting and Hiring an Employee Benefit Plan Auditor

Available until

Pull back the curtain on employee benefit audits - from understanding key requirements to seeking out quality experts and more!
John Russon, CPA John Russon, CPA
%
COMPLETE
$300
Measuring Defined Contribution Plan Success

Available until

Form the Foundations to the Future of Comprehensive Plan Governance
Bill Kline Bill Kline
%
COMPLETE
$195
Benchmarking and Evaluating Retirement Plan Fees

Available until

Admin Admin
%
COMPLETE
$600
Mini Course - Essentials for Looking Up and Reviewing Your 5500

Available until

Straight forward tips on how to look up your Form 5500, identify red flags and suggested best practices
Brent Willey Brent Willey
%
COMPLETE
FREE
Mini Course – Guide to Researching Financial Professionals with BrokerCheck®

Available until

Brent Willey Brent Willey
%
COMPLETE
FREE
Mini Course - Understanding Financial Wellness

Available until

Learn About Best Practices and Proven-Successful Strategies To Implement and Manage Financial Wellness Programs
Liz Davidson Liz Davidson
%
COMPLETE
FREE
Fiduciary Worksheet Toolkit

Available until

Get our Step-By-Step Worksheets to Get You Quickly On Track as a Fiduciary
Admin Admin
%
COMPLETE
$94
Plan Sponsor Connect Portal

Available until

Personalized Plan Evaluation & Training For Your Retirement Plan
Admin Admin
%
COMPLETE
FREE
Student Loans: The Next BIG Thing in Employee Benefits

Available until

Brent Willey Brent Willey
%
COMPLETE
FREE
Plan Sponsor Learning Hub

Available until

Brent Willey Brent Willey
%
COMPLETE

Featured in PlanSponsor: ERISA Fiduciary Training Platform Launches

Featured in 401k Specialist Magazine: Advisors Can Get Financial Wellness CE Credit Online

"401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online course that will help them better guide clients and participants toward successful outcomes"

"Excellent course to get me up to speed and feel confident in my new HR role. Watch the bonus lecture! CE credits were a nice addition too."

- Elisa, HR Manager at Technology Company

"The retirement committee needed better training. Our advisor recommended Fiduciary Education. I’d recommend for any committees or fiduciaries."

- Marcus, VP Finance at Hospital

© Fiduciary Education 2021

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  • Fiduciary Education is not in the business of providing legal advice and does not act in any fiduciary capacity as defined in ERISA. The materials and information do not constitute, and should not be relied upon as, legal or investment advice.