Our Story

Our Story

When the idea of Fiduciary Awareness Day® first started, the goal was to create an annual event that will be hosted on March 16^th (3/16), March 21^st (3/21) and/or April 8^th (4/08) that would bring together the best retirement plan advisors and teams who want to discuss the innovative trends, concerns and initiatives in the retirement plan space.

This goal remains; however, over the last three years it has evolved into so much more than a single event. Many times in our industry we speak in a manner that results in us speaking at someone instead of to someone. The industry “language” is tough to grasp from someone on the outside looking in. FiduciaryAwarenessDay.com acts as a source of education for plan sponsors.

One of the main ways of implementing this education is through Whiteboard Videos. They provide financial advisors a series of clear, entertaining, and informative series of videos that will support retirement plan consultants by providing explanations of different fiduciary services, plan design features, fiduciary best practices, and employee education.