Who Can Benefit?
○ Plan Fiduciaries & Committee Members
○ HR and Benefits Professionals
○ CFO and Finance Professionals
○ Business Owners
Duration & Completion
○ Self-Paced Online Curriculum
○ Basic - No Prerequisites or Preparation Required
○ Covers 401(k), 403(b), and DB Plans of any size
EARN CE CREDIT
Approved for Certified CE Credit:
○ HRCI General
○ SHRM-PDC
WORLD RETIREMENT PLAN HUB
A Virtual Education Resource for Empowered Retirement Plan Management
Welcome to the World Retirement Plan Hub - a centralized resource designed to support the needs of Plan Sponsors and Employers on everything 401(k), 403(b), Defined Benefit, Retirement, Healthcare, and Benefits. Enroll in this course and get a certificate of fiduciary training!
Here you'll find insider tools and expertise, covering:
- Plan Management & ERISA Best Practices
- Fee Comparison Reports
- Healthcare/HSAs
- Executive Benefits
- Worksheets & Articles
- Access Industry Events & Networking
Fiduciary Education works with top industry leaders to compile useful whitepapers, videos, worksheets, and more... all in one place, completely FREE.
Curriculum
Overview
Available in
days
days after you enroll
Fiduciary Training: Plan Governance & Documentation
Available in
days
days after you enroll
- Plan Governance & Documentation - Part 1(34:23)Start
- Plan Governance & Documentation - Part 2(32:56)Start
- ➡ Poll/Quiz - Complete for Certificate & CE CreditStart
Fiduciary Training: Retirement Plan Fees & Benchmarking
Available in
days
days after you enroll
- Retirement Plan Fees & Benchmarking - Presentation(36:50)Start
- Retirement Plan Fees & Benchmarking - Q&A Session(11:44)Start
- ➡ Poll/Quiz - Complete for Certificate & CE CreditStart
Fiduciary Training: From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture
Available in
days
days after you enroll
- From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture(30:20)Start
- From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture - Q&A Session(11:30)Start
- ➡ Complete for CE Credit: From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture Poll/QuizStart
Fiduciary Training: Measuring Defined Contribution Plan Success
Available in
days
days after you enroll
- Measuring Defined Contribution Plan Success(37:51)Start
- ➡ Complete for CE Credit: Measuring Defined Contribution Plan Success Poll/QuizStart
Virtual Retirement Plan Summit - QDIA
Available in
days
days after you enroll
- Virtual Retirement Plan Summit - QDIA(44:44)Start
- ➡ Complete for CE Credit: Virtual Retirement Plan Summit - QDIA Poll/Quiz 1Start
Meet World Investment Advisors
Available in
days
days after you enroll
Show All Lectures