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 this course, 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-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.

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), Certified Financial Planner Board of Standards, Inc. and Fi360.

Affordable

This course 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.

Why Take This Course?

Have you ever had to do a job you without proper training? These situations almost always lead to sub-optimal outcomes and poor performance.  

So here's the issue - you've got members of your retirement committee who haven't received any job training in a meaningful but are responsible for millions and millions of dollars of their co-workers financial future, plus personal and corporate liability.  Would you hire someone at your company for a really important role and not provide them any training whatsoever?  Of course not.  So wouldn't it make sense to do the same thing for your committee members in an easy, cost-effective way?

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.

Learning Objectives

This is an introductory level course. Upon completion, students will be able to:

  1. Understand ERISA fiduciary status, duties and liability
  2. Be able to identify a process for choosing investments and understanding fees
  3. Know how to select and monitor vendors and service providers
  4. Be able to identify DOL and IRS enforcement priorities
  5. Learn about “real life” lessons and best practices from recent ERISA litigation

Who Should Take This Course?

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.  

Pricing

for individuals
$39
per month / billed yearly
1 Student*
12-Month Access
Self-Paced
10 Video Lessons
11 Interactive Quizzes
13 Compliance Tips
CE Credit
Certificate of Completion
ENROLL NOW
*Memberships are billed upfront and provide 12-month access for 1 individual student and renew automatically each year unless canceled.  
for plan sponsors
$129
per month / billed yearly
Up to 10 Students* (Perfect for Retirement Committees)
12-Month Access
Self-Paced
10 Video Lessons
11 Interactive Quizzes
13 Compliance Tips
CE Credit
Certificate of Completion
ENROLL NOW
*Memberships are billed upfront and provide 12-month access for up to 10 individual students as designated by the company and renew automatically each year unless canceled.  Only available to companies for use with internal retirement staff (e.g. committee members, HR, payroll, etc.)