Press Release

Callan Adds Defined Contribution (DC) Fiduciary Coursework to Its Online Education Portal, CODE

Issued by Callan Associates

Feb. 27, 2025

CODE now offers unique institutional fiduciary training for retirement plan investment committee members

SAN FRANCISCO -- Callan, a leading institutional investment consulting firm, announced the addition of its latest course offering through the Callan On-Demand Education (CODE) portal. This new coursework, Framework for Defined Contribution Plans, covers important topics for 401(k) and other corporate or government DC retirement plan decision-makers. Unique to the institutional consulting industry, CODE offers Callan's decades-running education online, making it easier to teach fiduciaries and others interested in institutional investing how investment decisions are made at the largest, most sophisticated plans in the U.S.

"Our research specialists and consultants have spent decades gathering and honing the information and insights offered in these courses," said Callan's Defined Contribution Practice Leader Greg Ungerman. "This coursework deepens learners' understanding of the requirements of the defined contribution plan fiduciary, while offering insight into how investment committees make decisions."

Topics include:

• DC Plan Fiduciary Training & Best Practices
• DC Plan Legal & Regulatory History and Trends
• Fund Performance Evaluation & Monitoring
• Designing DC Plan Investment Menus
• DC Plan Fee Studies & Monitoring

Other CODE courses cover topics ranging from introductory courses for college students, interns, and institutional investment industry newcomers, to advanced modules for asset management professionals, investment consultants, board trustees, and investment staff.

"By making this education broadly available at a reasonable cost and in a flexible format, we are hoping we can improve decision-making across the industry and ultimately create better outcomes for all stakeholders and participants," said Callan's CEO & Chief Research Officer Greg Allen.

Each CODE course is developed by Callan's research specialists and is delivered in self-guided, digestible segments. Courses are designed for anyone wanting to learn more about institutional investing, including retirement plan sponsors, asset allocators, retirement plan trustees, investment managers, investment consultants, retirement plan recordkeepers, industry interns, and students interested in pursuing a career in institutional investment management. Each "Learning Path" and select courses offer continuing education credits.

To learn more about CODE and access the platform, click here.

About Callan

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has six offices throughout the U.S. Learn more at callan.com.

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