Choose Your Level of Fiduciary Protection
Blind-Spot Training
Sued Where You Don't Expect
Incomplete information leaves gaps in fiduciary defenses.
That is the core challenge.
- What tasks pose the biggest risks
- Which are handled by those you hire
- Which remain your responsibility — and whether they’re trivial or serious
You get:
- A free quiz and personalized report identifying your #1 fiduciary risk
- Short “liability boundary line” videos showing
- Possible vs. Actual grounds for lawsuits
- Four Fatal Flaws
- Where to Focus
- Liability Limits
- and more
Why It Matters
Think you’re too small, too big, or that somebody else handles your risk?
That’s why they’re called Blind Spots.
Clarity comes before protection.
Get access to Blind-Spot Training and actionable details — free.
FREE
DIY Safety Kit
Build Your Basic Defenses
Once the fiduciary risk is clear, one question remains:
- How do you fix it?
The DIY Safety Kit prevents the most common mistakes.
You get:
- The Blind-Spot Video series
- Boundary Illumination Fix-It Videos
- Minimums you must meet
- “How to do your duty — and prove it” guidance
- Sample documents & sample language
- Vendor evaluation outlines
- The 401(k) Lawsuit Playbook
- Terms & Implications
Plus:
✓ Annual ongoing guidance and alerts
Why It Matters
Personal liability and uncertain defenses create easy gaps for negligence allegations.
Fiduciaries need to just get their basic evidence right.
Ideal for plans under 100 participants.
$149/year (billed annually)
SAFE-D Complete
Professional Membership
Bigger plans are bigger targets; personal exposure becomes an excessive time-consuming worry.
SAFE-D delivers done-for-you documents. Who, what, when, where, why, and how – you meet 404(a) and 408(b)(2) duties.
You get:
- Priority support
- 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
- Participation in the private fiduciary survey network
Plus:
✓ Annual guidance and alerts
✓ Member resources and shared intelligence
Why it matters:
SAFE-D delivers focused, accurate evidence aligned with what courts expect when fiduciary decisions are challenged.
Ideal for:
Plans 100+ participants
Committees with higher exposure
Anyone unwilling to take personal risk for a claim of negligence.
From $1,950/year (billed annually)
All memberships auto-renew yearly. You can upgrade or cancel anytime.