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ERISA Smart Fiduciary Education for Plan Sponsors

  Course Documents - ERISA Smart Fiduciary Education
  Orientation and Introduction
  Module 1 - ERISA Overview
  Module 2 - Elements of a Plan
  Module 3 - Identifying Fiduciaries
  Module 4 - Fiduciary Responsibilites
  Module 5 - Forwarding Contributions
  Module 6 - Filing Requirements and Corrections Programs
  Module 7 - Hiring and Monitoring Service Providers
  Module 8 - Understanding Fees
  Student Feedback
  Bonus
  Exam

  Delinquent Contribution Worksheet

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