For more information about 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

In-Person Fiduciary Education