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View More Press Releases by Fiduciary Education

Press release:

Fiduciary Education Launches Online Course for Designing a Successful Defined Contribution Plan

Issued by: Fiduciary Education

Date: Oct. 22, 2019

Learn to Design a DC Plan That Best Fits an Organization and Its People

San Diego, October 22, 2019 -- Fiduciary Education – the premier online learning and certification hub for retirement and employee benefits plan management – is proud to announce the launch of its newest course, Designing a Successful Defined Contribution Plan.

Created in partnership with industry-expert instructor Stacy Schaus, the comprehensive 4-hour course covers all elements of successful DC plan design, including:

  • Governance
  • Behavioral Research
  • Investment Structures
  • Retirement Income

The course helps fiduciaries understand their responsibilities, learn about current retirement and investment design trends, and embrace how to design plans that best fit their organization and its people. Students will gain the tools, resources and knowledge necessary to tackle the unique challenges of DC plan design.

"DC plans represent over $7 trillion in the U.S.," said Fiduciary Education Co-Founder Brent Willey. "The proper design of these plans is critical."

Instructor Stacy Schaus is the Founder and CEO of Schaus Group, an independent firm that offers objective consulting for defined contribution plan fiduciaries, plan sponsors and advisors. Her extensive experience includes pivotal roles in developing defined contribution services at PIMCO, Hewitt Associates and Merill Lynch Capital Markets.

“My hope is that DC plan fiduciaries will learn new strategies to help more workers retire successfully,” said Schaus. “For example, designing a plan that leverages behavioral realities to help people both save and invest more effectively.”

Plan Fiduciaries and Committee Members, HR/Benefits Professionals, CFO’s and Business Owners, Retirement Plan Advisors and anyone looking to establish or improve a defined contribution plan can benefit from this course. Four hours of CE credits are approved for designations offered by the HR Certification Institute™ (HRCI®), Society of Human Resources Management Professional Development Credits (SHRM-PDC), and three hours CERTIFIED FINANCIAL PLANNERS™ (CFP®).

More information and course registration can be found here: https://fiduciaryeducation.com/p/designing-a-successful-defined-contribution-plan

About Fiduciary Education
Fiduciary Education’s mission is to improve plan management by empowering plan sponsors and financial professionals through premium courses and insider tools for 401(k), 403(b) and Defined Benefits plans of any size. The online learning and certification hub is designed to better equip fiduciaries and plan managers with the knowledge needed to create better retirement plan outcomes for both businesses and employees. To learn more about Fiduciary Education: https://www.fiduciaryeducation.com

About Schaus Group
Schaus Group provides independent, objective consulting to help clients design and deliver successful retirement programs. Founder and CEO Stacy Schaus has over three decades of experience in the defined contribution and financial services industry, offering an in-depth understanding of the unique challenges and nuances of successful DC plan design. Schaus group aims to improve retirement security for workers by providing independent, objective consulting – as well as education and governance services. To learn more about Schaus Group: https://schausgroup.com/

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View More Press Releases by Fiduciary Education


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