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PPC Designees have access to 6 different education guides. These education guides are the basis for the training program and speak to a wide audience. They are intended to educate and provide direction for professionals, fiduciaries, and plan sponsors on what the plan management responsibilities are as defined by ERISA and industry best practices, and how to meet them.

These education guides are fully customizable (given to subscribers in editable form to add logos, contact info, etc.) and printing can be done by designees in-house, outsourced, or ordered through FSS.

The following topics are covered:

1. Defining Success (understanding what makes a plan successful from the perspectives of the Department of Labor, Plan Sponsors, and Participants, including a review of the critical plan management responsibilities necessary to achieve success).

2. Limiting Liability (understanding ERISA's guidance for the selection and monitoring of plan investments).

3. Due Diligence (understanding ERISA's guidance for selecting and monitoring service providers, and monitoring plan expenses).

4. Educating Participants (meeting ERISA's guidance for participant communication and how to build an education program that meets the needs of participants, includes a review of ERISA 404c).

5. Fiduciary Responsibility (understanding prudent practices for investment stewards and setting up a fiduciary risk management program to document the efforts being taken to meet industry guidelines).

6. Managing Your Plan (a review of the various factors that can cause changes to the management of a plan and how to implement a program to keep up, includes current legislative changes and what plan fiduciaries need to know).