Fiduciary Education Center
Industry-leading training and education for your entire retirement committee
Empowering Our Clients with Expert-Led Training
Comprehensive Training
In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With this platform, 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.
Efficient & Self-Paced
With 24/7 access, your committee members can complete courses whenever it works best for you.
Signficantly discounted access for all Your Firm Committee Members
As an investment in your fiduciary excellence, we've negotiated a 40% discount for all our retirement committee members.
Certificates of Completion
Each committee member automatically receives a certificate of completion for your fiduciary file for each course they complete.
Receive New Courses Each Quarter
Committee members receive automatic access to new and timely courses each quarter to keep them ahead of the curve.
