Callan Launches Essential DC Fiduciary Training for Investors
Callan Introduces Innovative DC Fiduciary Coursework
CODE now offers unique institutional fiduciary training for retirement plan investment committee members
Callan, a top-tier institutional investment consulting firm, has recently enriched its educational offerings through the Callan On-Demand Education (CODE) platform. This new course, titled Framework for Defined Contribution Plans, delves into crucial subjects for decision-makers involved in 401(k) plans and various other corporate or public defined contribution (DC) retirement plans. What sets CODE apart in the institutional consulting field is its ability to deliver decades of education directly online, enabling fiduciaries and those interested in institutional investing to understand how investment decisions are navigated in some of the most advanced plans available in the U.S.
“Our research team and consultants have committed years to compiling and refining the knowledge provided in these courses,” said Greg Ungerman, a leader in Callan's Defined Contribution Practice. “This coursework enhances participants' comprehension of the duties associated with being a fiduciary for defined contribution plans, while shedding light on the decision-making processes of investment committees.”
Course Topics Designed for Comprehensive Understanding
The new training encompasses a rich array of topics, including:
- DC Plan Fiduciary Training & Best Practices
- DC Plan Legal & Regulatory History and Trends
- Fund Performance Evaluation & Monitoring
- Designing DC Plan Investment Menus
- DC Plan Fee Studies & Monitoring
Beside this offering, CODE provides a wide range of courses. These span from foundational lessons aimed at college students and new entrants in the investment arena, to specialized modules targeting seasoned asset management professionals, investment consultants, board trustees, and investment teams.
Improving Industry Decision-Making
“By providing accessible education at an affordable cost and in a flexible format, our goal is to enhance decision-making across the industry and ultimately foster better outcomes for all stakeholders and participants,” explained Greg Allen, Callan's CEO & Chief Research Officer.
Each course within the CODE framework is meticulously crafted by Callan's research experts, arranged into digestible, self-guided segments. This initiative is tailored for a wide spectrum of individuals keen on expanding their knowledge of institutional investing, such as retirement plan sponsors, asset allocators, investment professionals, and students contemplating a future in the field of institutional investment management. Additionally, selected courses present opportunities for continuing education credits.
About Callan's Commitment to Ongoing Education
Founded in 1973, Callan has established itself as an employee-owned investment consulting firm dedicated to empowering its institutional clients with innovative and tailored investment strategies. Backed by proprietary research and exclusive data, Callan has grown to serve a vast array of clients, overseeing total assets exceeding $3 trillion, solidifying its reputation as one of the largest independently owned investment consulting firms in the country.
For more information on CODE or to explore the platform, visit here.
Frequently Asked Questions
What is the primary focus of Callan's new coursework?
The new coursework aims to educate retirement plan decision-makers in managing defined contribution plans effectively.
Who can benefit from the CODE courses?
These courses are designed for retirement plan sponsors, asset allocators, investment managers, and individuals looking to advance in institutional investment management.
How does Callan ensure the quality of its courses?
Courses are developed by experienced research specialists at Callan, incorporating years of industry knowledge and insights.
Are there continuing education credits available?
Yes, selected courses provide opportunities for participants to earn continuing education credits.
What makes CODE different from other training platforms?
CODE offers a unique blend of online accessibility, tailored content, and a focus on institutional investing for fiduciaries.
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