Fiduciary Essentials® for Defined Contribution Plans
Many plan sponsors, stewards and investment committee members are unaware of their fiduciary duties and responsibilities. With increasing regulatory pressure to implement fiduciary standards of care, these plan fiduciaries can turn to Fiduciary Essentials® for Defined Contribution Plans (FEDC) to learn how they can improve their fiduciary decision-making process while minimizing liability. The FEDC program is available through various delivery options to best suit the needs of those acting as a fiduciary.
Delivery Options
Designee-Delivered
AIF® and AIFA® Designees who are practicing advisors may purchase an individual license to deliver FEDC training directly to their clients and prospects.
Enterprise
Special licenses are available for service provider organizations and for multi-advisor arrangements.
Pricing: Contact Us Below
Program Overview
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
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