We upgraded this year's 3-Part Quarterly Fiduciary Training Series, designed specifically for retirement plan sponsors.
The first of the three trainings for 2025 is 101. This 33-minute webinar is a great refresher if you are more seasoned in your role as a fiduciary to your organization’s retirement plan, and a great foundation if you are new to your role and need a starting point.
Our advisor, Jenna Witherbee, discusses the following four fiduciary topics in this 101 training for 2025:
Your Role as a Fiduciary
Basic ERISA Fiduciary Duties
Administrative Best Practices
Educating & Empowering 401(k) Participants
Note: Please feel free to share this recording with any plan sponsor who may benefit from our continuing education. This specific webinar is not for retirement plan participants.