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Fiduciary Education 14 Day Challenge
Fiduciary Education - 14 Day Challenge
Fiduciary Challenge Start Here - WATCH VIDEO (0:46)
Day 1-3
Plan Management Self-Evaluation - COMPLETE WORKSHEET (Day 1-3)
Day 4-6
Quick Guide to Understanding 401(k) Share Class - READ ARTICLE (Day 4-6)
Types of ERISA Fiduciaries: Who Does What? - READ ARTICLE (Day 4-6)
Day 7-9
Looking Up and Reviewing Your 5500 - WATCH MINI COURSE (Day 7-9)
Challenge Check-In
Explore Upgrades (1:01)
Day 10-12
Researching Financial Professionals with BrokerCheck® - WATCH MINI COURSE (Day 10-12)
Day 13-14
Establishing Your Retirement Plan Committee - READ ARTICLE (Day 13-14)
Retirement Plan Committee Review Checklist - REVIEW WORKSHEET (Day 13-14)
Fiduciary Challenge Quiz
Start Quiz Here
Plan Management Self-Evaluation - COMPLETE WORKSHEET (Day 1-3)
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