Topics Covered:

Segment 1
• Who is a fiduciary
• Fiduciary obligations and duties
• Best Practices
• Conflicts of interest
• Risk mitigation strategies

Segment 2
• Role of the Committee
• Forming and maintaining a Committee
• Structuring and documenting Committee meetings
• Board oversight of the Committee
• Managing potential liability

Annual Unlimited
On-Demand Training

Includes: Unlimited Segment 1 and Segment 2 Committee member or plan staff training sessions, Copy of Segment 1 and Segment 2 Training material (120 minutes), Certificate of completion

$1,000 per organization

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Custom Fiduciary Training (virtual)

Includes: Customized training designed specifically for your organization, plan, and Committee (120 minutes), Company stock considerations and oversight,  Certificate of completion

$7,500

Contact IIC to Subscribe

Custom Onsite Fiduciary Training

Includes: Onsite training with IIC and legal counsel (120 minutes), Customized training designed specifically for your organization, plan, and Committee, Company stock considerations and oversight, Certificate of completion

$15,000

Contact IIC to Subscribe