2024 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 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 part is about 25-minutes and it is presented by our advisor, Jenna Witherbee. To watch the playlist above, click on one of the videos to begin.

Part 1: Your Role as a Fiduciary + Basic ERISA Fiduciary Duties

Part 2: Overseeing Investments + Overseeing Service Providers

Part 3: Helping Participants + Plan Administrator Basics + Fiduciary Liability, DOL Audit, FIduciary Insurance and Bonding