Fiduciary Education

Understanding Your Fiduciary Responsibilities by Putting Participants’ and Beneficiaries’ Interests First

We understand plan sponsors’ need for high quality, dependable fiduciary information and support you in part through a series of fiduciary education modules specifically developed for governmental plan sponsors. Each module is engaging and easy to understand.

Fiduciary Education Module 1

Module 1

This module covers the history of fiduciary rules, the roles that can be considered fiduciaries, basic fiduciary duties, fulfilling fiduciary duties, and consequences of a fiduciary breach.

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Fiduciary Education Module 2

Module 2

This module covers the roles that can be considered fiduciaries in nature and basic fiduciary duties, deep dives into these rules and responsibilities, introduces case studies, as well as reviews the first module materials.

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Fiduciary Education Module 3

Module 3

This module covers the general overview and history of fiduciary rules, who is and who is not a fiduciary, basic fiduciary duties, how fiduciaries fulfill their fiduciary duties, and what can happen when they don’t.

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These modules should not be construed or relied upon as legal advice. Plan fiduciaries are encouraged to closely review federal, state and local laws that may apply to these plans.

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