Fiduciary Plus Advisor Academy (Pilot)

Introduction to the Fiduciary Plus Advisor Academy

The Importance of Your Role as a Plan Advisor

Setting the Agenda & Fiduciary Governance

Reviewing the Investment Process & Reporting

Plan Health & Curation of Educational Resources

Reviewing Benchmarking Data on Plan Services & Expenses

Documentation & Meeting Minutes

Marketing to Employers

3 Stakeholders in a Successful Retirement Plan

3 Primary Service Models for Serving Retirement Plan Clients and Committees

5 Key Areas to Optimize a Retirement Plan