Janica McEndollar, Human Resources Manager, Kozeny & McCubbin
Customer | 4/3/2019
I attended this 6 hour course yesterday and learned quite a bit about the responsibilities of a fiduciary. The presenter was knowledgeable and personable. I felt he was easily able to get the attention of the attendees and engage us in discussion. I liked the small group discussions and appreciated that they were divided by company size as we found there were several things we had in common for our businesses, plus that is a great way to network. A couple suggestions I have would be to include a sheet in the folder of acronyms as I know some us were not familiar with the 401(k) terms being discussed. Additionally, I think the program needs to be 30-60 minutes longer by adding in 10-15 minutes for a few of the sessions. Some sessions were rushed and breaks were shortened to accommodate. The timeline was very strict in order to get everyone out on time, which I appreciate not running over but feel could have been better utilized if the course was 7 hours from the beginning. As an attendee, with such heavy material, a minimum 15 minute break is ideal with 20-30 minutes for lunch. I did not like the working lunch and would have rather had the downtime to process all the covered material prior to meeting with individual groups.