Callan Enhances Online Education with New DC Fiduciary Coursework for Professionals
Callan, a prominent educational and consulting agency in institutional investment, has launched a new course Framework for Defined Contribution Plans through its online education platform, CODE. This initiative reflects Callan's ongoing commitment to enhance understanding and capabilities among fiduciaries responsible for retirement plans.
The newly introduced coursework is tailored specifically for members of investment committees involved in 401(k) and other defined contribution (DC) plans, aiming to equip them with the necessary knowledge and best practices. Greg Ungerman, a leader in Callan's Defined Contribution Practice, noted that the course leverages decades of collected research and expertise, ensuring participants grasp the essential duties of a DC plan fiduciary.
The course delves into several critical areas:
Callan’s CODE courses are designed to cater to a wide range of audiences. From students and interns embarking on a career in institutional investment to seasoned professionals seeking advanced knowledge, the portal encourages widespread educational access. Greg Allen, Callan's CEO and Chief Research Officer, emphasized that their goal is to facilitate improved decision-making across the investment landscape, ultimately benefiting all stakeholders involved.
The course content is segmented into bite-sized, self-guided modules, allowing learners to engage at their own pace. Participants, including retirement plan sponsors and investment managers, can earn continuing education credits, adding value to their professional development journey.
Callan has a rich history, having been established as an employee-owned investment consulting firm in 1973. By fostering customized investment solutions based on proprietary research, they have become a significant player in the consulting domain with over $3 trillion in assets managed for institutional clients. With six offices throughout the U.S., Callan remains dedicated to empowering organizations and individuals in their investment strategies.
For professionals looking to expand their knowledge and elevate their decision-making capabilities in the retirement plan sector, Callan's CODE platform now offers a one-stop educational resource that promises meaningful insights and practical tools.
For more information on the CODE program and to enroll, visit Callan's official website.
The newly introduced coursework is tailored specifically for members of investment committees involved in 401(k) and other defined contribution (DC) plans, aiming to equip them with the necessary knowledge and best practices. Greg Ungerman, a leader in Callan's Defined Contribution Practice, noted that the course leverages decades of collected research and expertise, ensuring participants grasp the essential duties of a DC plan fiduciary.
Curriculum Highlights
The course delves into several critical areas:
- - DC Plan Fiduciary Training / Best Practices: This module covers essential fiduciary obligations and strategies to uphold them.
- - Legal and Regulatory Trends in DC Plans: Understanding the historical and evolving landscape is key to effective plan management.
- - Fund Performance Evaluation / Monitoring: Teaching techniques to assess the effectiveness of varied investment options.
- - Designing Investment Menus for DC Plans: This segment offers insights on curating effective investment choices tailored for participants.
- - Fee Studies and Monitoring: A crucial component that helps in understanding and managing the costs associated with DC plans.
Callan’s CODE courses are designed to cater to a wide range of audiences. From students and interns embarking on a career in institutional investment to seasoned professionals seeking advanced knowledge, the portal encourages widespread educational access. Greg Allen, Callan's CEO and Chief Research Officer, emphasized that their goal is to facilitate improved decision-making across the investment landscape, ultimately benefiting all stakeholders involved.
Flexible Learning Approach
The course content is segmented into bite-sized, self-guided modules, allowing learners to engage at their own pace. Participants, including retirement plan sponsors and investment managers, can earn continuing education credits, adding value to their professional development journey.
Callan has a rich history, having been established as an employee-owned investment consulting firm in 1973. By fostering customized investment solutions based on proprietary research, they have become a significant player in the consulting domain with over $3 trillion in assets managed for institutional clients. With six offices throughout the U.S., Callan remains dedicated to empowering organizations and individuals in their investment strategies.
For professionals looking to expand their knowledge and elevate their decision-making capabilities in the retirement plan sector, Callan's CODE platform now offers a one-stop educational resource that promises meaningful insights and practical tools.
For more information on the CODE program and to enroll, visit Callan's official website.
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