Online Learning for ERISA Fiduciaries
Expert Instruction
Rapid Learning
In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With Fiduciary U™, you get smart, fast.
Risk Management
ERISA litigation is increasing and the DOL views regular fiduciary education as a critical component of a good governance process to demonstrate prudence.
Self-Pace & 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.
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Continuing Education
Courses provide CE credit for a number of designations, certifications and licenses from organizations like the HR Certification Institute® (HRCI®), the Society for Human Resource Management (SHRM) and Certified Financial Planner Board of Standards, Inc.
Affordable
Fiduciary U™ is a cost-effective and valuable investment for your company and your committee members, especially when compared to the potential cost of a settlement agreement with the DOL or an ERISA lawsuit. And our Company Subscriptions are perfect for training your entire retirement plan committee and plan support staff.
Who Should Become a Member of Fiduciary U™?
Retirement Committee Members
Plan fiduciaries who need formal training to improve decision-making while minimizing personal and corporate liability.
Plan Support Staff
HR, Payroll or Accounting staff who work with plans on a day-to-day basis and want to learn more to avoid expensive errors.
Industry Professionals
Advisors, auditors, TPAs, recordkeepers, or anyone else who wants to enhance their knowledge, sharpen their skills and meet CE requirements.
Annual Membership pricing
Choose your plan
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Certification of Completion
Access to Fiduciary U™ Learning Community
Unlimited Courses & Content
Certificate of Completion
Access to Fiduciary U™ Learning Community
Featured Courses
Fiduciary Governance
ERISA Fiduciary Training
Created in consultation with Fred Reish from Faegre Drinker, this course is designed to help retirement plan fiduciaries have a full understanding of what it means to be an ERISA fiduciary and to become better prepared to face their duties and manage both the corporate and personal liability that has arisen due to increased scrutiny from the Department of Labor and the rapidly growing number of 401(k) and 403(b) lawsuits in the marketplace.
Learn More
Plan Design
Using Behavioral Finance to Drive Retirement Outcomes
This course provides an in-depth look at behavioral finance concepts, social science and investment research as well as fiduciary trends and best practices for why plans should adopt automatic plan design features in order to drive successful retirement outcomes for employees.
Learn MoreWant to become a smarter ERISA fiduciary?
Stay up to date on the latest corporate retirement plan episodes, trends, research and best practices!
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