Fiduciary Training - The Plan Sponsor and Advisor Disconnect

Currently, there is a disconnect between the demand for fiduciary training by retirement plan sponsors and the training services provided by advisors. Plan sponsors who are responsible for following the rules of ERISA and Department of Labor, do not feel they have proper training. A recent...

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Fiduciary Education is a Must

It is no secret that approximately 70% of all plans investigated by the U.S. Department of Labor are found to be in violation of ERISA and that private litigation is on an upswing. In my experience as a Former Senior Investigator for the DOL , the problem is that in most employers have never had...

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Plan Sponsor Fiduciary Webinar - July 20, 2017

Please register for What Every Retirement Fiduciary Needs to Know on Jul 20, 2017 11:00 AM PDT at: https://attendee.gotowebinar.com/register/3415558488512293891 This webinar is taught by a former Senior DOL Investigator and will teach you what the DOL looks for and how stay out of fiduciary...

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Fiduciary Education instructor Dave Donaldson speaks at Sacramento and South Florida Fiduciary Summit

It was great to have our instructor Dave Donaldson, former DOL Investigator and CEO of ERISA Smart, at the Sacramento Fiduciary Summit and South Florida Fiduciary Summit this month! Thank you to all other great speakers and plan sponsors who participated.

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Pleased to Announce Launch of Fiduciary Education

We are excited to announce our collaboration with ERISA Smart and launch Fiduciary Education! The flagship course and certification is ERISA Smart Fiduciary Education for Plan Sponsors, which allows students to learn directly from David Donaldson, former Senior Department of Labor...

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