Retirement Plan Advisory Group Launches Fiduciary Fitness Program
ALISO VIEJO, CA, April 14, 2009 -- Retirement Plan Advisory Group (RPAG), an affiliate of 401k Advisors, one of the largest, independent retirement plan consulting firms in America, announces the launch of its latest offering for advisor-members, the Fiduciary Fitness Program™, a comprehensive practice development program to diagnose and improve the health of retirement plans, and strengthen the ability of plan fiduciaries to operate in strict accordance with ERISA and plan documents. The first training program is scheduled for April 20 and 21, 2009 in Alisa Viejo, and is inclusive to RPAG membership.
Designed exclusively for RPAG members, The Fiduciary Fitness Program™ delivers extensive resources to identify potential plan weaknesses and restore plans to full compliance through education, diligence and process.
"We've planned Fiduciary Fitness for more than a year, motivated by strong demand in the marketplace, and as an extension of our commitment to continuous process improvement. Fiduciary Fitness is ideal for those Independent advisors and firms that want to deliver more comprehensive compliance services to clients. The program builds the foundation needed to gain total confidence in compliance practices," affirms Tim Nihill, director of practice management for RPAG.
The Fiduciary Fitness Program™, consists of 12 in-depth modules including Fiduciary Responsibility; Liability; 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 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.
About Retirement Plan Advisory Group
Retirement Plan Advisory Group has grown into one of the largest qualified retirement practice management platform providers in the U.S., with 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. RPAG's parent company, 401k Advisors, maintains offices in the southeast, midwest and northeast to serve its institutional and private retirement plan sponsors with high standards in plan design, investment and administration. More information at www.retirementplanadvisorygroup.com.
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