Our Foundational Fiduciary Training Class covers essential retirement plan knowledge for plan sponsors. It’s interactive, engaging, and actionable. In fact, you will leave with an action plan you’ll want to use right away.

We Cover:

• Fiduciary roles and responsibilities
• Who does what in the retirement plan industry
• Why investors often think and behave irrationally (behavioral finance)
• Retirement plan trends and best practices you should know

Our Learning Agenda Includes:

1. Behavioral finance and how to improve plan & participant outcomes
2. Pricing Games – Case study & discussion
3. Ask the Panel – Bring your questions!
4. What is and isn’t working in 401k plans today – small group breakouts
5. The ideal plan – How to create yours

What You Can Expect

We’ve designed our programs to be interactive learning experiences. Our training combines academic knowledge and real-world experiences. Much of what we teach is new even to experienced plan sponsors. For anyone new to the retirement plan industry, we demystify industry jargon and make it easy for you to understand how to perform your role and help your company get the most out of its retirement plan.

Continuing Professional Education Credits: 5.5 hours CPE CE and 5.5 hours SHRM-CE