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Grow Cedar Valley
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Risk Institute Event: Fiduciary Training/Certification Webinar

    Risk Institute Event: Fiduciary Training/Certification Webinar

    This course is designed to help plan fiduciaries and others involved in the investment process on strategies to improve their fiduciary decision-making and reduce the overall risks associated with managing the plan.


    During the course, you will learn:
    • About your important role and responsibilities as plan fiduciaries
    • How to reduce compliance and litigation risks associated with management of retirement plans
    • Strategies for implementing an effective and prudent fiduciary decision-making process
    • How to select and work with qualified advisors, consultants, and plan service providers
    • Ways to create documentation for your fiduciary file and potential DOL audits

    This course does offer 3 hours of CE credit for those with their SHRM and HRCI designations. In order to receive CE credit, you must complete an online exam following the course completion. You will receive an online link with a code that will allow you to access the exam.

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    Date and Time

    Wednesday Nov 8, 2023
    9:00 AM - 12:00 PM CST

    Location

    Virtual (Zoom Webinar)
    To register, click here.

    Fees/Admission

    Free

    Website

    http://acceladvantage.zoom.us/webinar/register/4916738873023/WN_UqluvwOBRZKBReIlwCj2yw

    Contact Information

    Jessica Bronson, The Accel Group
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