ERISA

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?

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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.

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EXPERT CONTENT

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.

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ANYWHERE ACCESS

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.

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CURRENTLY AVAILABLE CONTENT

Fiduciary Duties & Types of Fiduciaries
401(k) Investment Responsibilities
Types of Service Providers
Participant Level Investment Services
Plan Fees & Expenses
Investment Process for DC Plans
Plan Design
Rollovers
DC Plan Qualifications

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

Plan Design

Rollovers

DC Plan Qualifications

FUTURE CONTENT

(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

PRICING

UNLIMITED ACCESS PER USER
$500
Annually

  • Reduced pricing available at 20 to 2,000+ users
  • Substantial savings with three year contract

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