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Fiduciary Adviser Education
FAN education includes all adviser requirements, including:
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Role & responsibilities
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ERISA background
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Effective employer sales practices
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Age appropriate investment methods
FANalyzer Self-Assessment
Provide a private and confidential self-assessment to determine how likely an adviser
is to succeed as a Fiduciary Adviser.
The assumption is that the adviser can learn the skills of the fiduciary adviser but
this self-assessment looks into other factors that limit success.
Fiduciary Adviser Myth-Buster
PPA has unleashed the panoply of conflicting reactions from the various retirement
plan experts.
This section allows you to view some of the questionable beliefs, and relates them
to what was enacted in PPA and offers opposing views of likely future practices.
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