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All-Access Membership (Annual)
Welcome to Fiduciary Education
Welcome to Fiduciary Education - All Access Membership
Premium Courses
Designing a Successful Defined Contribution Plan
Guide to Selecting and Hiring an Employee Benefit Plan Auditor
Benchmarking and Evaluating Retirement Plan Fees (Course Coming Soon)
Creating an Effective Financial Wellness Program
Measuring Defined Contribution Plan Success
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)
6 Signs of Financial Stress in Your Workforce and How Financial Wellness Can Help - (ARTICLE)
Quick Guide to Understanding 401(k) Share Class - (ARTICLE)
7 Questions for Defined Contribution Plan Fiduciaries - (Article + PDF Worksheet)
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)
Benchmarking and Evaluating Retirement Plan Fees (Course Coming Soon)
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