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.
Upcoming Quarterly Plan Sponsor Webinar
Plan Sponsor Fiduciary Training
Thursday, October 5, 2023
12PM PST / 3PM EST
Plan Sponsor Quarterly Webinars: Recordings
- 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
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.
Previously Recorded Webinars
- September 2023 – The Sandwich Generation
Juggling the financial needs of your kids, yourself, and your parents - August 2023 – Future healthcare costs
An apple a day. - July 2023 – Navigating financial setbacks
Moving forward in uncertain times. - June 2023 – Connecting with your future
Get there with support online access and education. - April 2023 – Retirement Readiness and Social Security
The big picture. - March 2023 – Retirement Myths
Learn the truths behind your plan. - February 2023 – Building a foundation of financial wellness
Pursuing your financial freedom. - January 2023 – Market Volatility
Stay the course. Riding out market volatility. - December 2022 – Empower website tour
How to register, manage your account effectively, understand savings projections and use the tools and resources available to you - November 2022 – Financial Setbacks
Moving forward in uncertain times - October 2022 – Budgeting
Taking charge of your money with a budget
Upcoming 2023 Webinars
Protecting your retirement account online
Wednesday, October 11, 2023 – 9:00AM PT / 12:00PM ET