Online Training for Retirement Committees & Industry Professionals

  • Expert Instruction

    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.

  • Rapid Learning

    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.

  • Risk Management

    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.

  • Continuing Education

    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.

  • Affordable

    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.