Our 2026 curriculum continues to build with more new sessions! One of the four most fundamental duties of plan sponsors is plan governance, which we will address with an insightful approach including behavioral considerations and process management. We will also be including a new session with experience-based best practices for fostering better relationships with service providers. We think you may be surprised by these best practices.

Our Foundational Fiduciary Training Classes cover 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:

• Who does what in the retirement plan industry
• Fiduciary roles and responsibilities
• Plan governance
• Hiring & monitoring service providers
• Employee education strategies
• Retirement plan trends and best practices

Our 2026 Learning Agenda Includes:

1. Behavioral Governance
2. Pricing Games – New Case Study & Discussion
3. Ask the Panel – Bring your questions!
4. What is and isn’t working in 401(k) plans today – small group breakouts
5. Fostering Collaborative Relationships with Service Providers

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: 6 hours each for CPAs and SHRM designation holders.