Course Instructions

Content: This course is divided into 17 bite-sized lessons or “units,” each of which is approximately 15 minutes in length.

Progression: To advance through the course, complete each unit by watching the full lesson and completing the quiz questions.

Continue through the course at a pace that is comfortable for you. Take your time with each unit to ensure you have mastered its content, and answer all quiz questions before moving to the next unit. We encourage you to spend time after each unit to apply the concepts learned to your work.

Completion: Once you have completed all units and answered all quiz questions, you will receive an email with a certificate of completion and access to the 10% discount for an ERISA bond with Colonial Surety.

Feedback: To assist us in continuous improvement of our training program, once you finish the course, please complete the course evaluation survey provided in the course completion email. We greatly appreciate your feedback!

If you have any questions, please contact your dedicated plan representative.

Disclaimer: This course is designed to provide general education and should not be construed as tax or legal advice for any attendee/viewer. The course and its supporting materials are purely for educational purposes and do not guarantee any particular outcome from an interaction with a government agency, such as the Internal Revenue Service or the Department of Labor, nor is this course designed to prevent any potential legal action against the plan or its fiduciaries. Participation in this course does not create an attorney-client relationship between Ferenczy Benefits Law Center and the attendee/viewer. Notwithstanding the foregoing, it is likely that successful completion of The 15-Minute Fiduciary will demonstrate your efforts to educate yourself and understand your fiduciary duties.