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Fiduciary and Compliance Tune-Up

Fiduciary Training

What fiduciary training have you received? 

tappss_fee-disclosure

Face it, the retirement plan doesn’t drive sales or bring new clients to your door.  Like most, you don’t want to be over consumed with the management of an employee benefit, not when there is a business to run.  Plan sponsors can’t be blamed if that’s their priority. But, they can.

The DOL has been asking for proof of fiduciary training. Good governance includes fiduciary education, and fiduciary education leads to good governance.  No plan is to small to be sued.

Learning what you don’t know can make for happier employees and they are what makes the business run.  Our onsite Fiduciary training boot camp will empower you with the knowledge to serve your company’s need to serve in the best interests of its employees—without leaving your office.   AGENDA

CLICK HERE TO START THE CONVERSATION NOW.