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Fiduciary Training for Plan Sponsors

Below are five training videos for Plan Sponsor Fiduciary training.  Each video allows for printing of a Certificate of Completion that can be placed in your file.



  1. Fiduciary by the Numbers
  2. Mitigating ERISA Fiduciary Liability
  3. Fiduciary Prohibited Transactions
  4. How Fiduciaries Get Into Trouble
  5. What Does it Mean to Be a Fiduciary




This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.  If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.  

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