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 June 2026 training, our advisor, Jenna Witherbee discusses five Fiduciary Best Practice areas for Retirement Plan Fiduciaries aka Plan Sponsors. 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.
Below is the list that Jenna Witherbee discusses in the 27-minute webinar recording.
5 Key Best Practice Areas for a Retirement Plan Fiduciary
Documentation & Your Fiduciary File
Insurance & Protection Layers
Audit Readiness
Monitoring Plan Fees
Educating Participants