Set yourself apart from other advisors working with “held away” 401k accounts. Earn a “Best Practices” certificate for ERISA Fiduciary Advisors.
If you trade a “held away” 401k account, or advise 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!
Plan Confidence has created the first ever “Best Practices” certificate for ERISA Fiduciary Advisors.
In this program you will get:
History of ERISA Law
Current challenge with ERISA & 401k Participants
Becoming an ERISA Fiduciary
Complying with ERISA
The battle of Rollovers
How to create an ERISA Compliant culture
Templates for your ADV, Compliance Manual, Written Prudent Process, Agreements, etc
All of this for only a one-time investment of $299!
With your ERISA Fiduciary Advisor Certificate you will be able to:
Add your digital certificate to your website, LinkedIn, email, etc
Set yourself apart from the competition
Be confident in your ERISA compliance