--- title: Fiduciary Training Program description: Our best clients are clients with a high understanding of retirement plans. Our program trains plan sponsors to better understand their obligations. image: https://www.multnomahgroup.com/hubfs/fiduciary%20training%20social.png --- [![Multnomah Group](https://www.multnomahgroup.com/hs-fs/hubfs/canoe/logo-color.png?width=415&name=logo-color.png "Multnomah Group")](https://www-multnomahgroup-com.sandbox.hs-sites.com) [Careers](https://www.multnomahgroup.com/careers) Follow Us: [![Contact Us](https://no-cache.hubspot.com/cta/default/309123/8ea0f5b0-6d32-4c0c-be03-e645ed736c36.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/8ea0f5b0-6d32-4c0c-be03-e645ed736c36) # Fiduciary Training Program ## One of our greatest tools to help our clients is our comprehensive fiduciary training program. Our best clients are clients with a high understanding of retirement plans, fiduciary best practices, regulations, and retirement service providers. Our program trains plan sponsors and committee members to better understand their obligations. We believe the effective deployment of this type of training will dramatically improve the ability of our committees to effect change and growth within their organizations. Our program is a tiered approach, meeting each committee at their current education level. New fiduciaries and experienced fiduciaries alike can use our educational building blocks to strengthen their understanding of what is required of them as fiduciaries. ![Horizontal_Line_Web_Long](https://www.multnomahgroup.com/hs-fs/hubfs/Horizontal_Line_Web_Long.png?width=2250&name=Horizontal_Line_Web_Long.png) | ![Level1_FiduciaryTraining](https://www.multnomahgroup.com/hs-fs/hubfs/Level1_FiduciaryTraining.png?width=162&name=Level1_FiduciaryTraining.png) | ** ** | **Exploring fiduciary responsibility** | ** ** | | --- | --- | --- | --- | |   | Topics covered include: |   | | |   | - Understanding your role as a retirement plan fiduciary |   | | |   | - Best practices for retirement plan fiduciaries |   | | |   | - Avoiding conflicts of interest |   | | |   | - Avoiding prohibited transactions |   | | |   |   | [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/e93febe5-31b3-4174-854b-ee5c18cc3ff0.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/e93febe5-31b3-4174-854b-ee5c18cc3ff0) |   | ![Horizontal_Line_Web_Long](https://www.multnomahgroup.com/hs-fs/hubfs/Horizontal_Line_Web_Long.png?width=2250&name=Horizontal_Line_Web_Long.png) | ![Level2_FiduciaryTraining](https://www.multnomahgroup.com/hs-fs/hubfs/Level2_FiduciaryTraining.png?width=169&name=Level2_FiduciaryTraining.png) | ** ** | **Learning the core areas of responsibility for a retirement plan fiduciary**** ** | | --- | --- | --- | |   | Topics covered include: | | |   | - Fiduciary governance, including an understanding of the foundational documents (e.g., IPS + charter)                    [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/ee095d06-4a26-40ae-a494-60013bffcd4e.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/ee095d06-4a26-40ae-a494-60013bffcd4e) | | |   | - Service providers and their fees                                                                                                                                              [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/7fe6cda7-b8dd-4386-86a3-9e34ec89e578.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/7fe6cda7-b8dd-4386-86a3-9e34ec89e578) | | |   | - Employee engagement and required disclosures                                                                                                                [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/b311df60-17a2-4f2e-aaa4-c3c1e450c9b5.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/b311df60-17a2-4f2e-aaa4-c3c1e450c9b5) | | |   | - Plan operations                                                                                                                                                                         [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/37abec1c-61e2-47ed-86fa-a5d692650c39.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/37abec1c-61e2-47ed-86fa-a5d692650c39) | | |   | - Investments                                                                                                                                                                               [![View webinar recording](https://no-cache.hubspot.com/cta/default/309123/12cfae86-e0f9-4023-8c17-31d97f4966c6.png)](https://cta-redirect.hubspot.com/cta/redirect/309123/12cfae86-e0f9-4023-8c17-31d97f4966c6) | | ![Horizontal_Line_Web_Long](https://www.multnomahgroup.com/hs-fs/hubfs/Horizontal_Line_Web_Long.png?width=2250&name=Horizontal_Line_Web_Long.png) | ![Level3_FiduciaryTraining](https://www.multnomahgroup.com/hs-fs/hubfs/Level3_FiduciaryTraining.png?width=173&name=Level3_FiduciaryTraining.png) | ** ****Learning more as a retirement plan fiduciary and digging into the details!**   Topics covered include fiduciary governance, service providers and their fees, employee engagement and disclosure, plan operations, and investments. | | | --- | --- | --- | |   Fiduciary Governance Service providers and their fees Committee Charter (or other delegation document)    Common fee models                                                             Investment policy statement                                                408(b)(2) Fee disclosure notices                                           Meeting minutes                                                                    Multnomah Group fee benchmarking process         Plan document                                                                      Request for proposal process and practices Reporting to the board                                                         Understanding SOC Reports Roles of Settlor and Fiduciary  Cybersecurity Best Practices   Recordkeeper Float Income     Employee engagement and disclosure Plan operations  Retirement Income Style Awareness                                                          Insurance and bonding                                                       Participant notices                                                                Plan testing                                                                            Financial Wellness Program                                                Understanding your audit              Missing or Lost Participants  Understanding a 3(16) Fiduciary                                                                                        Investments   Fund mapping                        Managed accounts                                                                                                                                    Share Classes                                                                          Target date funds               Longevity Risk   |   |   | [Contact](https://www.multnomahgroup.com/about-us/contact-us) [(888) 559-0159](tel:8885590159) [1155 SW Morrison Street, Ste 501, Portland, OR 97205](https://www.google.com/maps/place/1155+SW+Morrison+St+Suite+501,+Portland,+OR+97205) © 2026 Copyright Multnomah Group Inc.