Vision 2 Value

ERISA Fiduciary Training Program

ERISA fiduciary training is the foundation of a well-documented prudent process and legally compliant employee benefit program that is competitive and promotes the health and financial well-being of employees.  It enhances recruitment, retention, remuneration of employees, risk mitigation, and adds value to employees, shareholders, and the company in general. 

Your Fiduciary readiness checklist

ERISA employee retirement income security act

Core Elements of Vision 2 Value

ERISA fiduciary training

Vision

Design, implement, and administer a legally compliant employee benefit program that is competitive and promotes the health and financial well-being of employees through a well-documented prudent process.

Value

Structure your benefits plan to encourage employee recruitment, retention, and remuneration, mitigate risk, and enhance stakeholders’ interests.

Risk

Understand the risks for sponsors of employee benefit plans including increased risk of DOL enforcement actions, class action participant lawsuits, and lawsuits that challenge fiduciary governance deficiencies.

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