ERISA Best Practices Course
Set yourself apart from others by completing the “ERISA Best Practices Course” and earn your certificate of completion!
If you trade a “held away” 401k account, or advise one for a fee, you are an ERISA Fiduciary!
As an ERISA Fiduciary, you must follow the rules from the Department of Labor.
If you do not, your personal assets are risk if your clients ever lose any money!
Plan Confidence has created the comprehensive “Best Practices” training course for Financial Professionals.
In this program you will get:
History of ERISA Law
Becoming an ERISA Fiduciary
Complying with ERISA law and DOL Rules
Sample Templates for your ADV, Compliance Manual, Written Process, Agreements, etc
6 Hours of IAR “Ethics” Continuing Education (CE)
6.5 Hours of CFP Continuing Education (CE)
Digital certificate of completion
All of this for only a one-time investment of $499!
After completing the course you will be able to:
Create ERISA compliant policies and procedures
Confidently work with “held away” 401(k) accounts, IRAs & Rollovers
Earn Continuing Education (CE) Credit