Designed exclusively for RPAG members, The Fiduciary Fitness Program delivers resources to “identify potential plan weaknesses and restore plans to full compliance through education, diligence and process,” according to the firm.
The Fiduciary Fitness Program consists of 12 modules including:
- Fiduciary Responsibility;
- Prohibited Transactions;
- Minimizing Risk;
- Investment Policy;
- Fees and Expenses;
- Participant Directed Accounts;
- Employer Security and Property;
- Blackout Periods; and
- Auto Arrangements, Claims and Appeals.
The first training program is scheduled for April 20 and 21, 2009 in Alisa Viejo, California, and is inclusive to RPAG membership. The next program training is scheduled for May 5 – 7, with another series planned for July.
Along with The Fiduciary Fitness Program, RPAG members access a technology-driven platform of specialized tools and services to support retirement plan. Advisor benefits include an exclusive MarketIngenuity Plan with national advertising, client communication, advisor portal, proprietary Fiduciary Briefcase for online administration and more.
Retirement Plan Advisory Group has 250 + subscribing firms, and 600 advisors in 45 states, and the District of Columbia. Collectively, RPAG members serve 14,000 qualified plans, with $39 billion in assets under advisement, according to a press release. RPAG’s parent company, 401(k) Advisors, maintains offices in the southeast, midwest and northeast.
More information is available at www.retirementplanadvisorygroup.com .
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