Fiduciary Training 101 Webinar, February 2025 - Your Role as a Fiduciary, Basic ERISA Fiduciary Duties, Administrative Best Practices, & Educating & Empowering 401(k) Participants

We upgraded this year's 3-Part Quarterly Fiduciary Training Series, designed specifically for retirement plan sponsors.

The first of the three trainings for 2025 is 101. This 33-minute webinar is a great refresher if you are more seasoned in your role as a fiduciary to your organization’s retirement plan, and a great foundation if you are new to your role and need a starting point.

Our advisor, Jenna Witherbee, discusses the following four fiduciary topics in this 101 training for 2025:

1. Your Role as a Fiduciary

2. Basic ERISA Fiduciary Duties

3. Administrative Best Practices

4. Educating & Empowering 401(k) Participants

Note: Please feel free to share this recording with any plan sponsor who may benefit from our continuing education. This specific webinar is not for retirement plan participants.