Mark your calendars. Our webinars help plan sponsors stay informed and up-to-date on topics ranging from increasing employee participation to managing regulatory changes.
Plan Sponsor Quarterly Webinars
Gain vital knowledge and fulfill a fiduciary duty in one must-see 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.
Plan Sponsor Quarterly Webinars
Webinars for employees:
Education, engagement and participation
Our webinar series is designed to educate, encourage plan participation and empower your employees to engineer their financial fitness, both today and tomorrow. Remind them to attend the webinars each month.
Each month’s webinar covers a “Financial Wellness” topic. Help you team understand your retirement plan benefit and how it can help them both now and in the future. We talk about what they need to know, and why it matters to them.
Past Webinars
Upcoming 2022 Webinars:
Connecting with your future
Wednesday, June 8, 2022 – 9:00AM PT / 12:00PM ET
JULY
Take your savings to the next level
AUGUST
Healthcare expenses
SEPTEMBER
Cyber security
OCTOBER
Budgeting
NOVEMBER
Financial Setbacks
DECEMBER
Empower website tour