15 Oct Fiduciary Training + Best Practice Update 2025 Fiduciary Training + Best Practice Update 2025 Wednesday, October 15, 2025 (12:00 AM to 11:59 PM) 1 PDCs Provider: Aldrich Wealth LP Course Name: Fiduciary Training + Best Practice Update 2025 Speaker: Neil Plein, CPFA™, AIF®, Kathy Peterson, CPFA™, AIF®, CRPC®, Casey McKillip, MBA, CPFA™, AIF® Program Type: Seminar/Workshop Registration URL: https://wealthadvisors.com/ Fiduciary Training + Best Practice Update 2025, Lake Oswego, Oregon Email Details Course Overview: This annual course is designed to equip retirement plan fiduciaries with up-to-date knowledge and practical tools to meet their ERISA obligations and manage legal, operational, and reputational risk. Through real-world examples and regulatory updates, participants will deepen their understanding of fiduciary responsibilities and enhance their oversight practices. Target Audience: Retirement plan fiduciaries, finance professionals, plan sponsors, HR professionals, and CPAs who serve clients with qualified retirement plans. Program Level: Basic Prerequisites: None Advance Preparation: None Delivery Method: Group Live Learning Objectives: • Determine whether they or others are ERISA fiduciaries and understand associated responsibilities. • Recognize recent litigation trends and the importance of process documentation in reducing liability. • Interpret legislative updates and apply relevant changes to plan design and administration. • Demonstrate an understanding of fiduciary duties related to plan investments, fees, and service provider oversight. Details You're Registered! DescriptionLocation Course Overview: This annual course is designed to equip retirement plan fiduciaries with up-to-date knowledge and practical tools to meet their ERISA obligations and manage legal, operational, and reputational risk. Through real-world examples and regulatory updates, participants will deepen their understanding of fiduciary responsibilities and enhance their oversight practices. Target Audience: Retirement plan fiduciaries, finance professionals, plan sponsors, HR professionals, and CPAs who serve clients with qualified retirement plans. Program Level: Basic Prerequisites: None Advance Preparation: None Delivery Method: Group Live Learning Objectives: • Determine whether they or others are ERISA fiduciaries and understand associated responsibilities. • Recognize recent litigation trends and the importance of process documentation in reducing liability. • Interpret legislative updates and apply relevant changes to plan design and administration. • Demonstrate an understanding of fiduciary duties related to plan investments, fees, and service provider oversight. Fiduciary Training + Best Practice Update 2025 Fiduciary Training + Best Practice Update 2025525 3rd StLake Oswego, OR 97034-3081 Map & Directions