Who is this for?
This online course is for you if you are a benefits professional who wants to learn more about how plan sponsors are designing the investment and fee structures of their defined contribution plans.
What does it do?
This is an online training course that will equip you with everything you need to know about defined contribution plan investments, including:
- Defined contribution plan fiduciary responsibilities
- Investment concepts and definitions in an "investment crash course"
- Plan investment structure
- Fees and fee structure
- Investment and fee monitoring
- Glossary of over 50 investment related terms
How to use the online training course:
You will receive a website address to access the online training on a hosted website.
You may access the training by linking to this website using any browser and then entering your name and e-mail address - or the name and e-mail address of the individual who will take the course - to generate a unique training link.
The training course is designed to be completed in a little over an hour. You can halt the course at any time and return to it later. The course is accessible on desktop, tablet, or other mobile device. It is easy to use, with simple read-and-click exercises, plus interactive flash cards for new concepts and short videos to enhance understanding.