Plan Fiduciary Support Training

Benefits:

  • Empower your employees with investment tools that will help them plan for their future.

  • Establish a clear, DOL/IRS compliant investment policy.

  • Reduce risk through improved fiduciary management of plan sponsorship.

  • Support your plan participant questions and provide better education for informed investment decisions.

Statistics:

  • 72% of plan sponsors feel that reviewing fiduciary responsibilities is an important service to receive from their provider*

  • 45% of plan sponsors are not comfortable that all relevant individuals in their organization are aware of their fiduciary status*

  • 37% of plan sponsors, committee members and administrators stated they do not consider themselves plan fiduciaries*

* Inside the Minds of Plan Sponsors Survey Report, Society for Human Resource Management

What is FEDC?

Fiduciary Essentials for Defined Contribution Plans is a training course built for retirement plan fiduciaries and others involved in the investment process. The course covers the scope of fiduciary responsibilities and what plan fiduciaries need to do to fulfill those duties to the standard of care required by law.

Course Learning Objectives

Identify the function of a plan steward and importance of managing responsibility. Illustrate the seven fiduciary precepts and the obligation of a plan steward. Apply the fiduciary precepts to a simple investment decision-making process

FEDC Course Outline

Session 1: The Role of a Retirement Plan Steward Session 2: Seven Fiduciary Precepts Every Steward Must Know Session 3: Applying the Fiduciary Precepts

PDC Eligible

Participants will be eligible to earn the Certificate of Completion (Fiduciary File Document) by passing the final examination with a score of 75 percent or higher and completion of training course.

CMG Corporate Retirement CTA Scott Moulton

"It’s important to ensure you’re delivering high quality benefits that are designed to attract and retain high quality talent."


Scott G. Moulton
Managing Partner
CMG Benefits Advisors

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(203) 306-517

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