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
Secure Act 2.0 and your 401(k) plan: What you need to know
Thursday, April 13th
12PM PST / 3PM EST
Plan Sponsor Quarterly Webinars: Recordings
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
- 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
- September 2022 – Cyber security
Learn about how your money is protected and steps you can take to ensure you are not taking unnecessary risks online.
- August 2022 – Healthcare expenses
What you need to know about Medicare and planning for possible expenses in retirement.
- July 2022 – Ask CAPTRUST – Midyear Checkup
In this webinar recording, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.
- July 2022 – Take your savings to the next level
Learn about the different savings vehicles that you have available, and how they work for you.
- June 2022 – Connecting to your future
Get there with dedicated support, guided online access and focused educational content.
- May 2022 – Pursuing and achieving financial wellness
Steps to achieving financial wellness and pursuing your financial freedom.
- April 2022 – Investing
In addition to learning about investing and diversification, you’ll gain market insights and perspectives.
- March 2022 – Retirement Readiness and Social Security
Do you know what to expect? How ready are you for retirement?
- February 2022 – Saving early in your career
Whether your career is just starting, or you simply want some help coming up with the right financial routine, it’s time to establish the financial habits that can help you reach your short- and long-term goals.
- January 2022 – 2022 Market Volatility
Don’t panic! Riding out market volatility and ensuring that your investments are aligned with your goals and risk tolerance helps prepare you for market ups and downs.
Upcoming 2023 Webinars
Retirement readiness and social security
Wednesday, April 12, 2023 – 9:00AM PT / 12:00PM ET
Retirement planning and investing
Wednesday, May 10, 2023 – 9:00AM PT / 12:00PM ET
Connecting with your future
Wednesday, June 14, 2023 – 9:00AM PT / 12:00PM ET
Navigating financial setbacks
Wednesday, July 12, 2023 – 9:00AM PT / 12:00PM ET