Webinars
Our webinars keep plan sponsors informed on topics like boosting employee participation and managing regulatory changes. Gain essential knowledge and fulfill your fiduciary duty in just one hour.
Attendance at our quarterly Plan Sponsor webinars and monitoring program performance fulfills your fiduciary responsibility under ERISA law. So we’ve turned a duty into an exciting and valuable one-hour program, 4 times a year.
Each webinar delivers business value with an interesting topic covered by an expert speaker, along with a summary of Trust decisions. If you can’t attend the webinar live, watch the recording. Document your attendance in your audit file, and you’re done!
We also provide Plan Sponsors with other informative content on an ongoing basis, including additional webinars, articles and videos. Check the Employer Resources page for the latest.
Newest Plan Sponsor Quarterly Webinar
Comprehensive Financial Planning (CFP) for All Participants
July 25, 2024
Previous Quarterly Webinars: Recordings
- April 2024:
Empowering America’s Financial Journey - January 2024:
2024 Market Update and Economic Forecast - October 2023:
Plan Sponsor Fiduciary Training - June 2023:
Cybersecurity - April 2023:
Secure Act 2.0 and your 401(k) plan: What you need to know – Download Secure Act 2.0 Compliance checklist - January 2023:
ACEC RT 2023 Market Update and Economic Forecast - August 2022:
New Participant Experience - June 2022:
Fiduciary Training: How to do your part to sustain the Trust’s fiduciary protection - April 2022:
Personal Advisory Service - September 2021:
Fiduciary Training