Reducing Your Fiduciary Liability
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
Pretax-Roth
Learn MoreLearn More
Retirement Preparedness
This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last
Learn MoreLearn More
Women, Retirement, and Their Unique Planning Considerations
In this insightful presentation, we explore the unique considerations women should keep in mind when planning for retirement. Discover key insights and practical strategies to help women achieve financial security and independence in their golden years. • Longer Lifespans: Women typically live longer than men, making long-term financial planning crucial. • Earnings Disparities: Addressing wage gaps and career interruptions is vital for building robust retirement savings. • Caregiver Roles: Balancing caregiving responsibilities with retirement saving strategies is essential for financial well-being.
Learn MoreLearn More