Choose Your Level of Fiduciary Protection
Blind-Spot Training
Truths Revealed
The core fiduciary problem is simple: bad or incomplete information about
- Your liability
- What’s handled by those you hire
- What’s left for you to do
Blind Spot Training fixes that problem — for free.
You get:
- A free quiz revealing your #1 fiduciary risk
- A personalized report
- Boundary Illumination videos that define:
• Safe vs. sued lines
• Who handles what
• What needs your attention
Why It Matters
Think you’re too small, too big, or already covered? That’s why they’re called Blind Spots. This quiz and videos reveal the surprising details — for free.
So you can see and decide.
FREE
Defense Techniques
Create Your Proof
Once the fiduciary risk is clear, one question remains:
- How do you fix it?
The DIY Safety Kit fixes that problem by providing essential structure and language that creates your safety.
You get:
- Blind Spot Videos
- Boundary Illumination Fix-It Videos
- Minimums you must meet
- “How to do your duty — and prove it” guidance
- The 401(k) Lawsuit Playbook
- Terms & Implications
- Sample documents & sample language
Plus:
✓ Annual ongoing guidance and alerts
Why It Matters
Personal liability and uncertain defenses put you at a severe disadvantage, if challenged. What matters is evidence; you’ll have it.
So you can create safety today and get updates tomorrow.
$149/year (billed annually)
Professional Tools
Done-For-You Documents
Bigger plans are bigger targets; your personal exposure becomes excessive and a time-consuming worry.
SAFE-D delivers focused, accurate evidence aligned with what courts expect when fiduciary decisions are challenged.
You get:
- Signature-ready minutes
- Worksheets documenting your process
- Database-driven analyses
- 404(a) fulfillment
- 408(b)(2) fulfillment
- Conflict-free evidence based solely on your plan’s data
Plus:
✓ Annual guidance and alerts
✓ Member resources and shared intelligence
Why it matters:
SAFE-D’s done-for-you documents deliver a complete defense—who, what, when, where, why, and how you meet your 404(a) fiduciary duty and 408(b)(2) supervision requirements.
So you can be safe in minimal time and at no cost to you.
From $1,950/year (billed annually)
All memberships auto-renew yearly. You can upgrade or cancel anytime.
Ready to Stop Guessing and Start Fixing?
Clarity first — so you can choose
the right level of protection.
Build your defense — structure, wording and directions provided.
Professional documents —
without adding to your workload.
