Fiduciary Education Blog

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.

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.


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...