Reducing Your Fiduciary Liability

Financial Protection Recording

Plan Sponsors Only – This webinar is eligible for 1 hour of SHRM and/or HRCI CE. The presentation utilizes case litigation to review the resulting best practices so fiduciaries and plan sponsors can be better prepared to implement sound due diligence and governance processes to help insulate their plans against litigation or audit.

Additional Resources

Elderly couple reviewing retirement planning on a tablet, with a notebook and charts nearby; the banner reads 'Turning Savings into Income'.] ,

Recording Resources

Turning Savings into Income: Retirement Paychecks Explained

Learn how to turn your savings into steady, reliable income in retirement. We’ll cover withdrawal strategies, income streams, and how to avoid common pitfalls.

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Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

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