[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Fiduciary Training” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Fiduciary Training<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ admin_label=”Row” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/rolandcriss.com\/wp-content\/uploads\/2022\/09\/Training-Elearning-resized.png” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Text – Training leaders…” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

EQUIPPING LEADERS<\/h6>\n

The self-paced courses in this program are ideal if you are new to the fiduciary role or if you are a tenured member of an employee benefit plan committee that wants updated on best practices.<\/strong><\/em><\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/rolandcriss.com\/wp-content\/uploads\/2019\/12\/sdc.jpg” admin_label=”Image – SDC logo” _builder_version=”4.16″ width=”250px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Text – SDC intro” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Our Stewardship Development Center seeks to build a leadership community committed to excelling in the fiduciary role, leading through stewardship principles, and exemplifying these tenets through real-world practices.<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,2_3″ admin_label=”Row – Excellent Fiduciary” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/rolandcriss.com\/wp-content\/uploads\/2019\/12\/Excellent-Fiduciary-RC.png” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Text – Ever wonder?” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

Ever wonder what retirement plan fiduciaries are required to know?\u00a0 This program covers the basics and more.<\/em><\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Text – Summary of benefits” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

After taking training our clients have realized a major gain in the performance of their retirement plans because they are able to translate the concepts of fiduciary duty into actions in these major areas:<\/strong><\/p>\n

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• All four of ERISA\u2019s required fiduciary disciplines;<\/strong><\/li>\n
• The impact of vendors\u2019 costs on retirement plan outcomes; and<\/strong><\/li>\n
• Solutions for ERISA personal and business risk management.<\/strong><\/li>\n<\/ul>\n<\/div>\n

  This online self-paced program is perfect if you are new to the fiduciary role or if you need to be updated on the latest changes coming from the U.S. Department of Labor.<\/strong><\/p>\n

  [\/et_pb_text][et_pb_button button_url=”https:\/\/rolandcriss.com\/wp-content\/uploads\/2022\/09\/TheExcellentFiduciary-CourseDescription-v10.pdf” button_text=”Download the program brochure” button_alignment=”center” admin_label=”Button Download brochure” _builder_version=”4.16″ custom_button=”on” button_text_size=”14px” button_text_color=”#ffffff” button_bg_color=”#0c71c3″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Text – Benefits left column” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

  BENEFITS OF ATTENDING<\/span><\/p>\n

  Participants in this training course will examine a set of standardized steps for fiduciaries that were developed by an industry task force. Guidelines on how to adopt them in actual practice are presented. This course will give you practical steps on how to meet ERISA’s requirements. The course delivers these key benefits:<\/strong><\/p>\n

   <\/p>\n

  \n

  \n
  • Sets a solid foundation for doing the right things the right way;<\/strong><\/li>\n
  • Clarifies ERISA\u2019s murky rules on fiduciary duty;<\/strong><\/li>\n
  • Introduces a measuring stick to track ongoing improvements in a retirement plan\u2019s management;<\/strong><\/li>\n
  • Develops awareness of the most sensitive fiduciary issues and how to handle them; and<\/strong><\/li>\n
  • Reveals what to expect from an ERISA plan’s vendors.<\/strong><\/li>\n<\/ul>\n
    \n

    WHO SHOULD ATTEND<\/span><\/p>\n

    Members of boards of directors, chief financial officers, members of investment committees, human resource executives, and anyone who performs fiduciary related activities for their organization’s ERISA retirement plan.<\/strong><\/p>\n

    Read Roland|Criss’ privacy policy<\/a>.<\/strong><\/em><\/p>\n<\/div>\n<\/div>\n

    [\/et_pb_text][et_pb_button button_url=”https:\/\/rolandcriss.com\/contact-us” button_text=”Contact us” admin_label=”Button – Contact Us” _builder_version=”4.16″ custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#0c71c3″ locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text admin_label=”Text – Benefits right column” _builder_version=”4.16″ global_colors_info=”{}”]WHAT YOU WILL COVER<\/span><\/p>\n

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    • Covers all ERISA qualified plan types;<\/strong><\/li>\n
    • The fundamentals of fiduciary duty under ERISA;<\/strong><\/li>\n
    • Common gaps in plan sponsors\u2019 management systems;<\/strong><\/li>\n
    • How to avoid a DOL fine; and<\/strong><\/li>\n
    • ERISA\u2019s \u201cprudent process\u201d rule and how to know if your plan qualifies.<\/strong><\/li>\n<\/ul>\n<\/div>\n

      REGISTRATION<\/span><\/p>\n

      This course is available online to individuals for $375, which is payable at the time of registration. (Special rates are available at the online registration page for more than two people from the same organization.) The course is conveniently self-paced, which means that it can be viewed, stopped, and restarted at your convenience.<\/strong><\/p>\n

      This course may be presented at your location. Contact us for group pricing and date options or call 800-440-3457.<\/strong><\/p>\n

       [\/et_pb_text][et_pb_button button_url=”https:\/\/rolandcriss.com\/register-for-training\/” button_text=”Register” admin_label=”Button – Register” _builder_version=”4.16″ custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#0c71c3″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

      Fiduciary TrainingEQUIPPING LEADERS The self-paced courses in this program are ideal if you are new to the fiduciary role or if you are a tenured member of an employee benefit plan committee that wants updated on best practices.Our Stewardship Development Center seeks to build a leadership community committed to excelling in the fiduciary role, leading […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"sync_status":"","episode_type":"","audio_file":"","castos_file_data":"","podmotor_file_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","footnotes":""},"class_list":["post-28406","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/pages\/28406","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/comments?post=28406"}],"version-history":[{"count":84,"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/pages\/28406\/revisions"}],"predecessor-version":[{"id":40623,"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/pages\/28406\/revisions\/40623"}],"wp:attachment":[{"href":"https:\/\/rolandcriss.com\/wp-json\/wp\/v2\/media?parent=28406"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}