Retirement Plan Fiduciary Online Training Course
Learn the Essentials of your Fiduciary Duties & Earn a Training Certificate in 30 Minutes or Less!
Are you a retirement plan sponsor interested in educating yourself on your fiduciary responsibilities and aiming to minimize risk as it relates to your 401(k), 403(b), Cash Balance or Profit-Sharing plan? With CSi’s Retirement Plan Fiduciary Online Training Course, you can review the essentials of your fiduciary duties and earn a certificate of completion in under 30 minutes. There is no cost associated with this course, and it can be completed whenever is most convenient for you.
Videos Included in Training Course:
1. Who is a Fiduciary? (5:48)
2. The Duty of Loyalty (4:20)
3. The Duty of Prudence (6:15)
4. The Duty of Diversification (3:59)
5. The Duty to Follow the Terms of the Plan (5:18)
Upon approval, you will receive a separate email with login instructions. After you complete all videos, you will receive a certificate. We recommend you keep this for your fiduciary files. If you are an active client, CSi will also keep a copy for your plan records.