Events – Pension Plan Specialists https://pensionplanspecialists.com PPS Thu, 29 Jun 2023 21:39:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 The 15 Minute Fiduciary https://pensionplanspecialists.com/2023/06/29/the-15-minute-fiduciary/ Thu, 29 Jun 2023 21:37:18 +0000 https://pensionplanspecialists.com/?p=1643 .avia-section.av-ljhd90iz-482f19697e6930ccba913da809082d88{ background-repeat:no-repeat; background-image:url(https://pensionplanspecialists.com/wp-content/uploads/2021/05/soda-peaks-lake.jpg); background-position:50% 50%; background-attachment:scroll; } .avia-section.av-ljhd90iz-482f19697e6930ccba913da809082d88 .av-section-color-overlay{ opacity:0.6; background-color:#084a79; }

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The 15 Minute Fiduciary

Educate your Team with Fiduciary Training

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.

Course Benefits

About the Course

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.

Who Should Take the Course

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.

Register Now to Access the Course!

Scan the QR Code or Click here

and enter Group Code: PPS15

Course Registration


Go to the Course Registration Page

Enter the Following Information:

  • Your Name and Email Address
  • Your Company Name
  • Enter a Username (you will use this to login)
  • Enter a Password (you will use this to login)
  • Enter the Group Code from your Dedicated Plan Representative
  • Click Submit

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.

]]> Sponsor Solution Series https://pensionplanspecialists.com/2021/05/20/1362/ Thu, 20 May 2021 21:58:36 +0000 https://tgn.fmy.mybluehost.me/?p=1362 .avia-section.av-koxflrat-8033477fb9dc76cee5976e4520a614df{ background-repeat:no-repeat; background-image:url(https://pensionplanspecialists.com/wp-content/uploads/2021/04/olympic-national-forest.jpg); background-position:50% 50%; background-attachment:scroll; } .avia-section.av-koxflrat-8033477fb9dc76cee5976e4520a614df .av-section-color-overlay{ opacity:0.3; background-color:#000000; }

Sponsor Solution Series

In a complex and ever changing regulatory environment it’s difficult to know what to pay attention to when it comes to your retirement plan. As the plan sponsor, there may be existing plan design enhancements, fiduciary solutions, and the Plan efficiencies you may not be aware of. In an effort to provide the confidence you need to offer your participants a tremendous benefit and insure the Plan remains compliant, Pension Plan Specialists has created the Sponsor Solutions Series. We believe this event will address many of the ongoing concerns, frequently asked questions, and common mistakes we encounter on a daily basis.

SSS will be held this fall so keep an eye out for your invitation coming soon!

Get in touch
]]> Broker University https://pensionplanspecialists.com/2021/05/20/broker-university/ Thu, 20 May 2021 21:51:06 +0000 https://tgn.fmy.mybluehost.me/?p=1353 .avia-section.av-7imecp-0f271b945632a3689ef4328858d61620{ background-repeat:no-repeat; background-image:url(https://pensionplanspecialists.com/wp-content/uploads/2021/04/olympic-national-forest.jpg); background-position:50% 50%; background-attachment:scroll; } .avia-section.av-7imecp-0f271b945632a3689ef4328858d61620 .av-section-color-overlay{ opacity:0.3; background-color:#000000; }

Broker University

Broker U was developed for the advisor determined to increase their understanding of the qualified retirement plan business. Within this industry, we discovered multiple gaps in plan education, technical solutions, strategies, ideas and concepts. Few Resources exist to support an advisor in further developing their practice while positioning themselves confidently. We believe Broker U is the solution! We are convinced it will increase your understanding, and change the way you do business. Broker U is a completely different approach to a complex and constantly changing industry. Come join us and take the next step toward the summit of success!

Get in touch
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