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Education and Insights

Upcoming LIVE Webinars

Ask the Professionals Series: Ask the 401k Nerds

July 13, 2017 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

Does your organization have retirement plan-related risk exposures that keep you up at night? Do you have a question about how to create, administer, and monitor a high quality retirement plan for your staff? Now is your chance to ask the professionals! Join us for this final installment of our current Ask the 401(k) Professionals Webinar Series where the focus will be on addressing your retirement plan questions and concerns. Don’t miss this chance to reap the benefit of our 401(k) professionals’ insight and experience.


On-Demand Webinars

View one of our recorded presentations on managing and monitoring retirement plans successfully. Or, if you are a retirement plan sponsor or adviser for an association and are looking to enhance your knowledge, skills and business, sign up for a live online workshop (above) led by experts in the 401(k) industry.  

401(k) Participant Readiness 101: Help your employees and boost everyone’s bottom line: Savvy employers understand that fostering retirement plan readiness is a key component of financial wellness, and a good business move. Watch this webinar learn more about retirement plan readiness, financial wellness, and why caring about these concepts can help your bottom line.

401(k) Investment Line-up 101: Thinking Beyond the Returns: Did you know you need to be a prudent professional when determining and monitoring your investment menu? During this webinar, we will cover key information on the creation and management of retirement plan investment line-ups and provide key information in these areas.

401(k) Fees 101: Know Your Fees; Manage Your Fees: Did you know plan sponsors have responsibilities related to the fees associated with the retirement plans they offer. What’s also true is that even small employers can face a lawsuit if they don’t attend to this important component of their retirement plan. Find out how to identify, understand, and manage your 401(k) plan fees.

401(k) Risks 101: Be Aware; Be Prepared: Are you and your organization at risk? In this webinar we cover fiduciary and retirement plan governance responsibilities and the inherent risk associated with these responsibilities. We will discuss the top two risk areas involved in offering a 401(k) plan to your employees and provide practical tips for risk management in these areas.

Don’t Be Asleep at the Switch: Engage in 401(k) Best Practice Approaches Now to Avoid Pitfalls Later: Learn the basics regarding fiduciary responsibilities and best practice approaches. If your organization offers a retirement plan and you have any role or responsibilities relative to selecting, administering, or monitoring that plan, this webinar is for you!