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Fiduciary U™

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Empower Your Committee with Expert-Led Training

As a plan sponsor or committee member, your fiduciary responsibility is critical to ensuring the success and compliance of your corporate retirement plan(s). Our fiduciary education platform, delivered by a renowned retirement industry expert, equips you with the knowledge and tools to confidently fulfill your duties.

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Level up your fiduciary knowledge and skills with our courses

Our comprehensive fiduciary education platform delivers expert guidance that transforms legal complexity into practical action.

  • Fiduciary Training Essentials

    Course

    Master the fundamentals of fiduciary responsibilities and best practices, ensuring compliance and trust in your financial decisions.

  • Cybersecurity Best Practices for Plan Sponsors

    Course

    This courses teaches retirement plan sponsors DOL cybersecurity requirements, covering threats like phishing, service provider selection, participant protection, and incident response to safeguard plan assets and data.

  • Making "Cents" of Retirement Plan Fees

    Course

    This course provides an overview of understanding, benchmarking, and negotiating retirement plan fees. It emphasizes the importance of fulfilling fiduciary duties related to fee management and improving participant retirement outcomes.

  • ERISA Litigation Trends from 2024

    Course

    This course covers 2024 ERISA litigation trends, including a 35% rise in excessive fee cases and record settlements. Participants learn emerging legal theories, judicial approaches, and risk mitigation strategies.

  • Fiduciary Liability Insurance Trends in 2025

    Course

    This brief course reveals what truly drives fiduciary liability insurance costs based on AON's 2025 survey of top carriers. Discover practical strategies that both reduce insurance costs and strengthen fiduciary protection.

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