We upgraded our fiduciary training for 2026. This is a training series for retirement plan sponsors that we have revamped every year since its launch in 2022. There are three fiduciary trainings scheduled for 2026, and the level of each advances throughout the year.
401k Plan Professionals - 2026 Fiduciary Training Series for Retirement Plan Sponsors
February 2026 - Fiduciary Fundamentals
June 2026 - Fiduciary Best Practices
October 2026 - Fiduciary In Action
In this October 2026 fiduciary training, our advisor, Jenna Witherbee, discusses Fiduciary in Action. This is a 31-minute on-demand webinar to help retirement plan sponsors continue their education, no matter how long they’ve been in that role.
We started our fiduciary training webinar series a few years ago to meet retirement plan committee members where they were in their understanding of what it means to be a fiduciary.
These trainings continue to evolve, and our latest iteration focuses on Fiduciary in Action.
This webinar is a great one for all retirement plan sponsors, as Jenna walks through client case studies to help show fiduciary decision-making processes and the outcomes (so far) of those plan design changes.
Whether your organization has a 401k or a 403b, this information is pertinent to you as a fiduciary to your plan.
Our advisor team at 401k Plan Professionals is a team of four financial advisors that work exclusively with retirement plans. Along with our clients’ internal retirement plan committee - this typically includes a Chief Financial Officer, Head of Human Resources, Chief Executive Officer, President and / or Owner, Controller, Human Resource Benefits Manager, etc. - we also serve as a fiduciary for our clients.
This October 2026 training includes a deep dive into six of our clients and their fiduciary decision-making process related to various plan design changes.
The following plan design changes are included:
Automatic Enrollment
Automatic Escalation
Pre-Tax, Roth, and After-Tax Contributions
Eligibility / Dual Eligibility and Vesting
Employer Match and / or Profit Sharing
Distributions
Some other plan design changes that plan sponsors may consider for their retirement plan benefit include:
Student loan matching contributions
Emergency savings / pension-linked emergency savings accounts
Financial wellness or participant education initiatives
Final thoughts - our team works with over 120 clients as of October 2026. With over 85 years of collective experience between our 4 retirement plan advisors, we are passionate about helping Americans retire with dignity. Please reach out if you’d like to discuss your organization’s retirement benefit. There is a contact button below. And thank you for your interest in our continuing education for retirement plan sponsors. We also offer continuing education for retirement plan participants aka employees. Use the button bellow to view and register for our 20+ upcoming education opportunities.