In-Person Fiduciary Education

Does your committee need some fiduciary education? ERISA SMART’s in-person fiduciary education will send a Former U.S. Department of Labor investigator to your offices to conduct a comprehensive ERISA training.  During this time your committee will learn best practices, the most common errors, and how to structure a proper retirement plan committee meeting. Contact us at or (805) 202-6670 for more information

These series of modules take an in-depth look at ERISA, DOL enforcement, plan management best practices and the steps Plan Sponsors can take to gain more competitive advantage in their business development efforts.. 

"Raising the Bar in Retirement Plan Management

For more information about Fiduciary Education