Courses

Online Learning for ERISA Fiduciaries

Expert Instruction

Created by Greenspring Advisors, a leading retirement plan advisory firm and  the 2018 PLANSPONSOR Retirement Plan Adviser of the Year.

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.

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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Fiduciary Training Only
$39
per month / billed yearly
1 Student
Single Course
12-Month Access
CE Credit
Certification of Completion
Access to Fiduciary U™ Learning Community
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Fiduciary Training PLUS
$59
per month / billed yearly
1 Student
Unlimited Courses & Content
12-month Access
CE Credit
Certificate of Completion
Access to Fiduciary U™ Learning Community
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Fiduciary Training Only
$129
per month / billed yearly
Up to 10 t
For Personal & Commercial Use
Unlimited Projects
Interactions
CMS Content
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