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ERISA FIDUCIARY TRAINING

Created in consultation with Fred Reish from Drinker Biddle, 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.

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.

DEVELOPING AND PROPERLY USING AN IPS TO GUIDE INVESTMENT DECISIONS

This course discusses the importance of a properly designed and well-constructed investment policy statement (IPS) as a tool to help ERISA fiduciaries demonstrate that a prudent process has been followed when selecting and monitoring plan investments. The course also reviews best practices that can help ensure the IPS is creating less fiduciary risk, rather than additional risk.