Fiduciary Training 2-A

Fiduciary Training 2-A

Fiduciary Training 2-A

After more than a decade of Foundational Fiduciary Training classes, we are excited to launch our first Fiduciary Training 2-A class! As you may guess, we intend to offer a 2-B class in the future as well. The Foundational classes were a great start and we are now adding the next level. We will include some new topics not covered in the Foundational class and keep the “Ask the Panel” and breakout sessions that make each class unique, engaging, and relevant to current issues.

October 4, 2023

8:30 AM – 3:00 PM

Normandale College, Bloomington, MN

Prerequisites to attend any 2-level class include:

  1. Foundational Fiduciary Training class (also accepting attendance from The Plan Sponsor University class)
  2. Completion of your “Action Plan” from one of those classes. If you have the Action Plan but did not submit it at the end of the class, you can still do so. You will need that Action Plan as part of the 2-A class curriculum. If you have questions, please contact us through the Contact section of our website or by emailing us if you have our email.

This class will be limited to 40 plan sponsors. Upon reaching that limit, we will continue to accept registrations and will notify you if you are on the waiting list. We limit class size to maintain the integrity of the interactive experience for attendees.

  1. A Fiduciary’s Guide to the Psychology of Buying Decisions
  2. Keynote Topic TBA
  3. Ask the Panel – Bring your Questions!
  4. What is Working/Not Working in Today’s 401(k) Plans? – small group breakouts
  5. Take Your Action Plan to the Next Level

Register Now!

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