2024 Fiduciary Training Series, Part 1: Roles & Responsibilities (Webinar Recording)

Ongoing fiduciary training can help plan sponsors understand their duties, minimize risk, and create better outcomes for participants.

As a retirement plan sponsor, your fiduciary responsibilities are complex and ever evolving. Ongoing training can help you understand these duties, minimize risk, and create better outcomes for participants. 

In 2023, CAPTRUST launched a quarterly series of live, online fiduciary training sessions. This year, the series returns with new topics, new experts, and the same intention: to help plan sponsors decipher and manage their fiduciary obligations. 

In the first quarter of 2024, the discussion centered on fiduciary roles and responsibilities. Watch the one-hour, on-demand recording below.

Additional Resources

Fiduciary Roles & Responsibilities Presentation Slide Deck

Fiduciary Review Checklist

The Importance of Fiduciary Training

To download a copy of the transcript, click here.

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