Master Class Instructors

Leading retirement and benefits experts specializing in key industry topics.

Trusted & Certified

Independent and unbiased course material approved for verified CE credit.

Top-Rated Nationwide

Used and recommended by thousands of plan sponsors and retirement professionals all over the country.

Fiduciary Education for CFOs & HR Leaders

Learn best practices in 401(k), retirement plans, and employer healthcare while earning CE credit! Access expert courses, tools, networking events + more:

✅ Free access to expert-led courses

✅ CE credits for HR & finance professionals

✅ Exclusive networking events

✅ Downloadable worksheets and benchmarking tools

World Retirement Plan Hub

Learn fiduciary responsibilities, plan governance, fee benchmarking, and compliance best practices.

  • Discovering Your Fiduciary Responsibilities
  • Plan Governance & Documentation
  • Understanding Retirement Plan Fees & Benchmarking
  • Measuring Defined Contribution Plan Success
  • Transforming Workplace Culture With Financial Wellness Programs
  • Upcoming Events & On-Demand Presentations
  • + More!





World Employer Healthcare Hub

Optimize healthcare plans, cost management, and strategic updates.

  • Modernizing Health Plan Design
  • Optimizing Plan Performance & Developing Strategic Contribution Models
  • Analyzing the Current Health Cost Landscape
  • Identifying Cost Drivers & Evaluating Funding Options
  • Navigating Healthcare/HSAs, Renewals & Negotiations
  • Managing Leave Compliance Effectively
  • Enhancing Employee Retention
  • + More!


Testimonials
User 1
Elisa
HR Manager at Technology Company
"Excellent course to get me up to speed and feel confident in my new HR role. Watch the bonus lecture! CE credits were a nice addition too."
User 2
Marcus
CFO at Hospital
"This portal helped us modernize our 401(k) plan and reduce fees while keeping us compliant."