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Presented to you free by Pension Plan Specialists
As a valued client, we’re pleased to present you with The 15-Minute Fiduciary training program, a premium online course that gives you exclusive access to a wealth of fiduciary expertise from some of the best and brightest minds in the industry at no cost to you. Each lesson can be accessed at your convenience and as your schedule permits.
This innovative, self-paced course guides you through the various fiduciary rules for your plan to build and strengthen your understanding of all things fiduciary. This course also provides helpful tips, best practices, and actionable insights to help you and your team understand your Plan Responsibilities.
We recommend anyone currently involved with your retirement plan take the course, including the plan administrator, plan trustees, fiduciaries, and plan committee members. Additionally, on an ongoing basis, we recommend requiring newly appointed committee members and anyone new to working with the plan take the course.
Even if you are an experienced fiduciary, taking the course helps you demonstrate that you have engaged in needed continuing education on an annual basis. Each individual who completes the course should save their course certificate of completion with their plan files for backup purposes.
Go to the Course Registration Page
Enter the Following Information:
Go to the Course Login Page and Login using your newly established credentials to access the course.
If you have questions, please contact your Dedicated Plan Representative.