90 North University
ERISA fiduciary training & continuing education credit.

This ERISA fiduciary training is designed specifically for plan committee members and ERISA-focused advisors. The curriculum covers foundational fiduciary responsibilities under ERISA, along with advanced topics such as Investment Policy Statement governance and the prudent evaluation of Target Date Funds.

Participants may be eligible to receive Professional Development Credit (PDC) toward SHRM-CP® and SHRM-SCP® designations.

Continuing education credit is also available for Broadridge/fi360 designations and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Over three decades years experience

Serving plan sponsors with a documented, prudent fiduciary process.

About 90 North Consulting

Eric Dyson, CFP®, AIF®, CPFA®

Executive Director, 90 North Consulting
Eric brings over three decades of hands-on ERISA experience to plan sponsors and advisors—combining disciplined leadership from the U.S. Naval Academy and the submarine force with deep expertise in ERISA plan governance.
  • Experience as an expert witness in numerous high-profile ERISA class action litgation cases.
  • Fiduciary best-practices audits and governance.
  • ERISA fiduciary training for committees and plan sponsors.
  • Frequenetly requested as a keynote speaker to educate plan sponsors and advisors on fiduciary best practiuces and lessons learned from litigation.

What you’ll learn.

Serving as a fiduciary under ERISA carries weighty responsibilities that go far beyond showing up to meetings or trusting your service providers. As courts have made clear—“a pure heart and an empty head are not enough”—good intentions do not excuse poor oversight or uninformed decision-making. Whether you're a new committee member or an advisor stepping into a fiduciary support role, understanding your duties under ERISA is essential to protecting both plan participants and yourself from avoidable risk.

ERISA Fiduciary Foundations

Understand the core fiduciary duties under ERISA—including loyalty, prudence, diversification, and adherence to plan documents—and what the Department of Labor and the courts expect of those who hold fiduciary roles.

How to Analyze, Understand and Mitigate Fiduciary Risk

Learn how procedural prudence, documentation, and committee discipline can protect against liability and support defensible decisions, with insights from real-world litigation outcomes.

Understanding DOL Guidance on Target Date Funds

Review key takeaways from the Department of Labor’s guidance on TDFs, including the importance of evaluating glide paths, fees, and underlying assumptions—not just relying on brand names or default status.

Lessons Learned from Litigation

Explore how recent lawsuits have shaped the fiduciary landscape, and examine a real-world case study to understand where committees prevailed in litigation based on their adeherence to a sound process.  Learn what steps they took and how you can adopt similar sound processes.

Investment Policy Statement Best Practices

Discover how to develop an IPS that guides decision-making without overcommitting, and understand the importance of aligning IPS language with actual committee practice to avoid unintended fiduciary exposure.

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