Foundations

Fiduciary Training Essentials 

This comprehensive 30-minute program provides essential training for plan administrators, committee members, and anyone with fiduciary responsibilities for qualified retirement plans. Through seven focused modules, participants will gain crucial knowledge about their legal obligations under ERISA and best practices for managing retirement plans.
Level

Introductory

Format

Video

Duration

~30 minutes

Certificate of Completion

Yes

Quiz

10 questions

Course Lessons

Meet the Course Creator

Josh Itzoe

Josh Itzoe is a prominent figure in the retirement plan advisory industry. As Founder and CEO of FiduciaryWorks, he focuses on developing insights, research, technology, and training to help retirement plan advisors and employers with fiduciary responsibility and workplace retirement matters. Before founding FiduciaryWorks, Itzoe was a Co-Founder and Partner at Greenspring Advisors, one of the country's well-known retirement plan advisory firms. He is also an author of two Amazon best-selling books: "The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and "Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully." Additionally, he hosts the Fiduciary U™ Podcast and is a frequent speaker at industry events.