Master Class Instructors

Leading retirement and benefits experts specializing in key industry topics.

Trusted & Certified

Independent and unbiased course material approved for verified CE credit.

Top-Rated Nationwide

Used and recommended by thousands of plan sponsors and retirement professionals all over the country.

FIDUCIARY EDUCATION

Improving Plan Management by Empowering Plan Sponsors and Financial Professionals

Fiduciary Education for CFOs & HR Leaders

Learn best practices in 401(k), retirement plans, and employer healthcare while earning CE credit! Access expert courses, tools, networking events + more:

✅ Free access to expert-led courses

✅ CE credits for HR & finance professionals

✅ Exclusive networking events

✅ Downloadable worksheets and benchmarking tools

World Retirement Plan Hub

Learn fiduciary responsibilities, plan governance, fee benchmarking, and compliance best practices.

Discovering Your Fiduciary Responsibilities
Plan Governance & Documentation
Understanding Retirement Plan Fees & Benchmarking
Measuring Defined Contribution Plan Success
Transforming Workplace Culture With Financial Wellness Programs
Upcoming Events & On-Demand Presentations
+ More!

World Employer Healthcare Hub

Optimize healthcare plans, cost management, and strategic updates.

Modernizing Health Plan Design
Optimizing Plan Performance & Developing Strategic Contribution Models
Analyzing the Current Health Cost Landscape
Identifying Cost Drivers & Evaluating Funding Options
Navigating Healthcare/HSAs, Renewals & Negotiations
Managing Leave Compliance Effectively
Enhancing Employee Retention
+ More!

Testimonials

Elisa

HR Manager at Technology Company

"Excellent course to get me up to speed and feel confident in my new HR role. Watch the bonus lecture! CE credits were a nice addition too."

Marcus

CFO at Hospital

"This portal helped us modernize our 401(k) plan and reduce fees while keeping us compliant."