On-Demand Fiduciary Training

 

 

Deliver essential Fiduciary and Plan Governance Training to all those in your organization who have responsibilities with your retirement plans with this all-in-one (for one fee). This program is accessible to ALL those appropriate staff in your organization for an entire 12 months.

Segment 1: 

  • • Identifying Plan Fiduciaries; Named and Un-Named (Functional) 
  • • Fiduciary; Law, Process and Duties 
  • • Specific Duties of Plan Fiduciary Committee Member 
  • • Safe Harbors - 404(c) Protections 
  • • Service Provider(s); Discovery, Benchmarking and Documentation 
  • • Delegating Fiduciary Responsibilities – Retained Responsibilities 
  • • Conflicts of Interest, Prohibited Transactions & “Parties in Interest” 
  • • Permitted Expenses and Fiduciary Breaches; Penalties Risk Mitigation Strategies; 
  • • Regulatory and Participant

Segment 2: 

  • • Retirement Plan Committee (RPC), Committee Formation 
  • • RPC Member Selection and RPC Member Term of Service 
  • • RPC Decision Making Process 
  • • Risk Mitigation Strategies and Fiduciary Liability Insurance 
  • • The Plan Audit – What to Expect and Tips 
  • • DOL Investigations 
  • • Cyber-Security “Best Practices”, Fiduciary Responsibilities

 

 

 

 

 

 

$1000

Annual Unlimited On-Demand Training

Includes: Unlimited Segment 1 and Segment 2 Committee member or plan staff training sessions, Copy of Segment 1 and Segment 2 Training material (120 minutes), Certificate of completion 

Enroll

 

$7500

Custom Fiduciary Training
(virtual)

Includes: Unlimited Segment 1 and Segment 2 Committee member or plan staff training sessions, Copy of Segment 1 and Segment 2 Training material (120 minutes), Certificate of completion

Enroll

$15,000

Custom Onsite Fiduciary Training

 

Includes: Onsite training with IIC and legal counsel (120 minutes), Customized training designed specifically for your organization, plan, and Committee, Company stock considerations and oversight, Certificate of completion

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