Fiduciary Education and Training for Retirement Committees & Industry Professionals
I am a Committee Member
As a plan sponsor or a member of your company's retirement committee, you hold a position of tremendous responsibility. Beyond managing a valuable employee benefit, you're legally accountable for decisions that impact your participants' financial futures.
I am an Industry Professional
In today's competitive retirement plan landscape, exceptional fiduciary guidance is your differentiator. Fiduciary U delivers the expertise, community, and tools to position your practice as the premier resource for plan sponsors navigating complex fiduciary responsibilities.
Benefits
Benefits of Partnering with Fiduciary U™ for Ongoing Fiduciary Education
Expert instruction
Created by Josh Itzoe, an industry thought-leader, best-selling author, speaker, and fiduciary expert.
Rapid Learning
In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With this platform, you get smart, fast.
Manage Risk
ERISA litigation is increasing and the DOL views regular fiduciary education as a critical component of a good governance process to demonstrate prudence.
Self-Paced & Convenient
If you learn at a fast pace you can develop competency quickly. If you learn at a slower pace you can absorb the information without being pushed ahead too quickly. With 24/7 access, you can complete courses whenever it works best for you. Are you an early riser? Study in the morning. Unpredictable hours? Weave in the training around your other priorities.
ADVANCE YOUR KNOWLEDGE
Develop your fiduciary knowledge and skills with our courses
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