2026 Retirement Plan Sponsor Fiduciary Training, On-Demand Recordings

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 2026 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.

2026 Fiduciary Training - Fiduciary Fundamentals: The Top 10 Responsibilities of a Retirement Plan Fiduciary

—This training includes a look into these 10 Main Responsibilities:

1. Act Solely in the Best Interest of Plan Participants & Avoid Conflicts of Interest

2. Follow the Plan Document

3. Carry Out Duties with Care, Skill, and Diligence

4. Ensure Fees are Reasonable

5. Prudently Select and Monitor Investments

6. Maintain and Follow an Investment Policy Statement (IPS)

7. Monitor and Document Fiduciary Decisions

8. Ensure Proper Delegation and Oversight

9. Ensure Timely and Accurate Plan Operations

10. Ensure Participant Communications are Clear and Accurate

2026 Fiduciary Training - Fiduciary Best Practices: Beyond the Fundamentals

—This training includes a deep dive into five key best practice areas identified by our team. These areas are: Documentation & Your Fiduciary File, Insurance & Protection Layers, Audit Readiness, Monitoring Plan Fees, and Educating Participants.

2026 Fiduciary Training - Fiduciary in Action: Tying it all together with client examples and legislation

—This training will include real world client examples of plan design changes and their impact. We will demonstrate ways that clients have made changes and the why behind it. And we will show you how legislation ties it all together.

Please note, Fiduciary in Action is still upcoming and is not yet included in the playlist above. We will add it as soon as the webinar is live. If you’d like to attend live, it is scheduled for October 22, 2026, and you can click the button below to register.

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