Fiduciary Training Essentials

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

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Course curriculum

1. Important Information
2. Welcome
3. Introduction
1. Module 1 Intro
2. What is a Fiduciary?
3. Fiduciary Duties Under ERISA, Part 1
4. Fiduciary Duties Under ERISA, Part 2
1. Module 2 Intro
2. Types of Fiduciaries
1. Module 3 Intro
2. Prudent Investment Selection Process
3. Ongoing Monitoring Requirements
1. Module 4 Intro
2. Fee Evaluation
1. Module 5 Intro
2. Required Disclosures
3. Communication Best Practices
1. Module 6 Intro
2. Timely Contributions
3. Nondiscrimination Testing
4. Handling Plan Errors
1. Module 7 Intro
2. Handling Conflicts of Interest
1. Module 8 Intro
2. Documenting the Process
1. Key Takeaways
1. Quiz (10 questions)
2. Course Survey