RESOURCES

VIRTUAL TRAINING AND PLAN EVALUATION

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Plan Sponsor Connect Portal virtual training sessions have helped plan sponsors across the nation save money, stay out of trouble, and gain the fiduciary confidence they need. Our expert instructors offer key answers and specialized insight needed to successfully manage 401(k), 403(b) and Defined Benefit plans of any size.

  1. How it works and to get started:

    1. Enroll in the Plan Sponsor Connect Portal and create your account (once enrolled you can schedule right away or come back any time)

    2. Inside the Plan Sponsor Connect Portal use the scheduling tool to request a date, time, and a presentation topic. You can also browse the different topics and access other helpful materials

    3. Customize your session by filling out the plan evaluation questionnaire

    4. Join your personalized session to begin learning and earn CE credit. (WebEx/Conference call requires internet connection, information regarding your session will be provided once confirmed)

    5. Implement new strategies and tools to take your plan to new heights

2019 ULTIMATE PLAN SPONSOR SURVEY

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The 3rd Edition of the Retirement Plan Roadshow Plan Sponsor Survey is intended to serve as an invaluable resource for beginner-to-advanced plan sponsors, 401(k) ‘geeks,’ and anyone else looking to identify trends and market changes.

This free downloadable resource is collection of data from 1432 retirement plan sponsor respondents who volunteered to participate in our nationwide survey, including:

• Summary of Respondents

• Fiduciary Training

• Topics of Interest

• Searches and Hires

• Time Since Last RFP

• Evaluating or Adding Investments

• Plan Sponsors Questions from 2018

RETIREMENT PLAN COMMITTEE REVIEW CHECKLIST

Have you established a retirement plan committee? Do you struggle with what your committee should review during meetings? There can be an overwhelming number of items to discuss during a meeting, especially when getting started.

Best Practices for Establishing Your Retirement Plan Committee:

  1. A committee member should typically come from senior Human Resources, Finance, Operations, and Business Owners.

  2. The committee should be made up of three or five members (better to have odd numbers for voting decisions).

  3. Once the committee is established, it is important that the committee meets at least quarterly and has a documented decision-making process.

Use this checklist at your next retirement plan committee meeting.

 

ONLINE COURSES

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Get equipped with the knowledge and resources you need to create better retirement plan outcomes for your company and employees. Our premium online courses and tools for 401(k), 403(b) and Defined Benefit Plans are:

‣ Taught by master-class instructors

‣ Trusted and certified for CE credit

‣ Accessible and prudent

‣ Top-rated nationwide