Retirement Plan News & Updates

Pleased to Announce – Xponential Growth Solutions and ERISA Smart Launch of Fiduciary Education Training Platform

April 11, 2017 | General Retirement Plan News, XGS Road Show Events | 0 comments | Author:

We are excited to announce our collaboration with ERISA Smart and launch Fiduciary Education! The flagship course and certification is ERISA Smart Fiduciary Education for Plan Sponsors, which allows students to learn directly from David Donaldson, former Senior Department of Labor Investigator and CEO of ERISA Smart.

“Fiduciary education must be a priority for plan sponsors. It will help them navigate the complexities of fulfilling fiduciary responsibilities. During my time at the DOL I found that most plan sponsors were not aware of their responsibilities and the personal risk associated with managing their plan. It is what you don’t know that gets you in trouble during a DOL investigation,” says Donaldson. The course is relevant for any business owner, CFO, or HR professional of any plan size. Students learn about topics covering fiduciary responsibilities, hiring and monitoring service providers, and understanding fees. Additionally, the course is approved for three hours of HRCI General and SHRM PDC Credit.

We want to provide simple, prudent and cost-effective independent education. Better plan management will benefit both employers and participants.

Check out the full press release here: