2025 Fiduciary Training Series, Part 1: Best Practices for Plan Sponsors

CAPTRUST Financial Advisors

As a retirement plan sponsor, your fiduciary responsibilities are complex and ever evolving. Ongoing training can help you understand these duties, minimize risk, and create better outcomes for participants. In 2025, CAPTRUST continues its quarterly series of live, online fiduciary training sessions. The year begins with a focus on fiduciary best practices. Join us on Wednesday, March 5.

A fiduciary is a person or organization who prudently takes care of money or assets for another person or organization. Under the Employee Retirement Income Security Act of 1974, also known as ERISA, retirement plan sponsors are fiduciaries of their retirement plans. This means they are legally bound to act solely in the best interest of their plan participants. Fiduciaries who fail to fulfill that duty can face penalties and personal liability for plan losses.

Join us to learn:

• How you can identify plan fiduciaries;
• Four critical fiduciary responsibilities;
• The potential consequences of a fiduciary failure;
• Fiduciary liability reduction strategies and tactics; and
• How to differentiate between the two Department of Labor (DOL) fiduciary correction programs.

More Information, How to Register