Education and Training Solutions

This course takes a close look at the different media that can be used for participant education. It presents the advantages and disadvantages of print materials, audio-visuals, seminars, workshops, one-on-one counseling, and technology. The course also explores communications strategy considerations such as budgeting and the use of consultants and third party providers. The education safe harbor under ERISA 404(c) is covered thoroughly, with a special section on education vs. advice. This course is a practical guide for anyone involved in employee financial education.

3 hours of Continuing Education credit