Upcoming LIVE Events
View one of our recorded presentations on managing and monitoring retirement plans successfully. Or, if you are a retirement plan sponsor or adviser for an association and are looking to enhance your knowledge, skills and business, sign up for a live online workshop (above) led by experts in the 401(k) industry.
Federal law requires that employee benefit plans such as 401(k) plans undergo an annual audit if they have 100 or more eligible participants at the beginning of the plan year. For many organizations, retirement plan audits can be a daunting task. In this installment of the “Ask the 401(k) Professionals” webinar series, examine how to best prepare for an audit and ensure a smooth audit process.
Designing a 401(k) plan that meets your organization’s benefit goals can be complex. In this installment of the “Ask the 401(k) Professionals” webinar series, learn how the right plan design can maximize the effectiveness of your 401(k) plan in key areas.
In this installment of the Ask the 401(k) Professionals webinar series, attendees will learn that by installing a thorough financial wellness plan, employers can help employees pay down their debt, save more for emergencies, and be retirement-ready with appropriate savings—reducing employee stress levels and improving productivity in the process.
In this installment of the “Ask the 401(k) Professionals” series, sponsored by the ASAE Retirement Trust, attendees will learn important tips and tactics to ensure awareness of fiduciary liabilities relating to 401(k) plans as well as explore newly allowed structures – Multiple Employer Plans (MEPs).
In this installment of the “Ask the 401(k) Professionals” series, plan sponsors will learn more about key strategies behind better plan design and driving employee engagement to achieve better retirement outcomes.