Created by Josh Itzoe, an industry thought-leader, best-selling author, speaker, and fiduciary expert. Fiduciary training content was created in consultation with Fred Reish from Faegre Drinker, one of the retirement industry's leading ERISA attorneys.
In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With this course, you get smart, fast.
ERISA litigation is increasing and the DOL views regular fiduciary education as a critical component of a good governance process to demonstrate prudence.
Self-Paced & Convenient
If you learn at a fast pace you can develop competency quickly. If you learn at a slower pace you can absorb the information without being pushed ahead too quickly. With 24/7 access, you can complete courses whenever it works best for you. Are you an early riser? Study in the morning. Unpredictable hours? Weave in the training around your other priorities.
Courses provide CE credit for a number of designations, certifications and licenses from organizations like the Certified Financial Planner Board of Standards, Inc. and Fi360.
This course is a cost-effective and valuable investment for your company and your committee members, especially when compared to the potential cost of a settlement agreement with the DOL or an ERISA lawsuit. And our Company Subscriptions are perfect for training your entire retirement plan committee and plan support staff.