Starting and Maintaining Your Retirement Plan Committee

This module provides an overview of best practices for starting and maintaining a retirement plan committee. This module addresses key questions such as the number of committee members, frequency of replacements, and the type of individuals that should be on the committee.

Friendly Reminder: Please complete the short survey after each module to receive a copy of your certificate that documents completion of the training. Each certificate of completion will automatically be saved under the “My Certificates” link located on your home page of the Fiduciary Academy LMS and can be viewed or downloaded on demand as needed.