Are You Prepared for the New DOL Conflict of Interest Rule?
Can You Demonstrate Your Knowledge of ERISA to the DOL?
Or Do You Want to Avoid Being an ERISA Fiduciary?
ABOUT ERISA TRAINING CENTER
The ERISA Training Center is an online video based training platform. Each learning module is about 15 minutes of focused high quality content in an appealing and entertaining format. We have even gamified the experience so our digital warriors can measure their success against their peers. Upon completion of each module and an accompanying quiz, the user receives a certificate signed by the Wagner Law Group and FRA PlanTools.
TO BE OR NOT TO BE A FIDUCIARY
The ERISA Training Center is the gold standard if you are a fiduciary and are required to meet a high level of expertise in ERISA. At the same time, the ERISA Training Center is also the solution if you or your team want to avoid becoming fiduciaries in the new environment created by the DOL with the publication of the final conflict of interest rule.
All modules in the ERISA Training Center have been created by The Wagner Law Group, PC, one of the nation’s leading ERISA specialist law firms. New modules will be added regularly and existing content is diligently curated for continued accuracy.
The ERISA Training Center is built on a state of the art learning module system (LMS) that can be accessed from your computer, tablet, or smart phone. Videos are on demand and can be watched and re-watched at the user’s discretion.
CURRENTLY AVAILABLE CONTENT
Fiduciary Duties and Types of Fiduciaries
401(k) Investment Responsibilities
Types of Service Providers
Participant Level Investment Services
Plan Fees & Expenses
Investment Process for DC Plans
DC Plan Qualifications
(by 1st Quarter 2017)
Summary Overview of the Final DOL Fiduciary Rule and Available Exemptions
The New Definition of Investment Advice
Exceptions to the Definition of Investment Advice
The BIC Exemption – For Conflicted Advice and Non-ERISA Plans
The BIC Exemption – For Conflicted Advice and ERISA Plans
The BIC Exemption – For Level Fee Advisors
The BIC Exemption – For Proprietary Products
The 84-24 Exemption
The Grandfathering Rule
Enforcement of the New DOL Fiduciary Rule
- Reduced pricing available at 20 to 2,000+ users
- Substantial savings with three year contract
FREQUENTLY ASKED QUESTIONS