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ERISA Smart Fiduciary Education for Plan Sponsors
Course Documents - ERISA Smart Fiduciary Education
Learning Objectives - ERISA Smart Fiduciary Education
Course Syllabus
Fiduciary Education - Glossary of Terms
Sample DOL Document Request
403(b) Blues
The Prohibited Person
Practice Review Questions
Orientation and Introduction
Orientation and Introduction (5:34)
Module 1 - ERISA Overview
ERISA Overview (13:12)
Module 2 - Elements of a Plan
Elements of a Plan (7:32)
Module 3 - Identifying Fiduciaries
Identifying Fiduciaries (5:08)
Module 4 - Fiduciary Responsibilites
Fiduciary Responsibilites (4:59)
Module 5 - Forwarding Contributions
Forwarding Contributions (4:56)
Delinquent Contribution Worksheet
Module 6 - Filing Requirements and Corrections Programs
Filing Requirements and Corrections Programs (15:08)
Form 5500/5500-SF Filing Search
Form 5500/5500-SF Filing Search Guide Public User Guide
Module 7 - Hiring and Monitoring Service Providers
Hiring & Monitoring Service Providers (8:18)
Module 8 - Understanding Fees
Understanding Fees (11:12)
Student Feedback
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Bonus
Bonus - Through the Eyes of a Former DOL Investigator (30:42)
Exam
Attempt Exam - ERISA Smart Fiduciary Education
Delinquent Contribution Worksheet
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