We are retirement plan risk experts.

Our fiduciary training, the Retirement Plan Management Training and Certification Program, reviews the obligations involved in managing a retirement plan according to ERISA regulations and industry best practices, and provides a process for reducing liability and demonstrating prudence in the management of your plan.

Our firm's founders developed this training program based on 25 years of practical experience and have trained well over 300 retirement consultants and service professionals. This training is now available directly to plan sponsors.

Watch the short message to the left to learn more and to view upcoming training dates.