As your retirement plan advisor, we provide you and your team with continuous education to support your role as both a plan sponsor and a fiduciary to your organization’s retirement plan.
This three-part fiduciary-focused webinar series is for any retirement plan sponsor looking to refresh their knowledge or onboard into that role for the first time.
Each on-demand video is about 30-minutes and it is presented by our advisor, Jenna Witherbee. To watch the playlist above, click on one of the videos to begin.
2025 Fiduciary Training 101: Your Role as a Fiduciary + Basic ERISA Fiduciary Duties + Administrative Best Practices + Educating and Empowering Participants
2025 Fiduciary Training 201: Hot Topics for Fiduciaries
—Plan Sponsors face an ever-changing landscape and this session focuses on what should be top of mind today and into the future for retirement plan sponsors
2025 Fiduciary Training 301: Strategic Fiduciary Oversight for 401(k) Plans
--Includes a brief recap of 101 and 201, Investment Due Diligence at the Next Level, Plan Design Strategy, Insurance & Protection Layers, Documentation & Fiduciary File, Audit Readiness, and Cybersecurity Considerations
