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Guided Membership (Monthly)
Welcome to Fiduciary Education
Welcome to Fiduciary Education - Guided Membership
Mini Courses
Fiduciary Education 14 Day Challenge (0:46)
Preparing for a DOL Interview - MINI COURSE
Looking Up and Reviewing Your 5500 - MINI COURSE
Researching Financial Professionals with BrokerCheck® - MINI COURSE
Understanding Financial Wellness - MINI COURSE
Resources (Articles, Checklists, and Worksheets)
2019 Ultimate Plan Sponsor Survey (Article + PDF Report)
DOL Investigative Analysis Worksheet (PDF)
Retirement Committee Checklist - (PDF)
Quick Guide to Understanding 401(k) Share Class - (ARTICLE)
6 Signs of Financial Stress in Your Workforce and How Financial Wellness Can Help - READ ARTICLE
Defining Financial Wellness - (ARTICLE + INFOGRAPHIC PDF)
Sample Auditor RFP Questions (PDF)
Sample Advisor RFP Questions (PDF)
Sample DOL Document Request - 44 Questions (PDF)
Delinquent Contribution Worksheet (PDF)
Missing Participant Worksheet (PDF)
Plan Asset Reconciliation Worksheet (PDF)
Insider Membership Access
In-Person Events & Webinars
Plan Sponsor Connect Portal - Meet with an Expert (1:22)
Join Online Community - Private Group for Guided or All Access Members (Plan Sponsors Only)
Join Online Community - Private Group for Guided or All Access Members (Plan Sponsors Only)
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