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
Roth or Pretax Savings, Which Is for Me?
In this informative webinar (the final of our three-part series), we delve into the distinctions and advantages of the Roth savings option, covering: • Understand how saving Roth (after-tax) and/or pretax works • Situations when one option might be more advantageous • How each affects your taxes on contributions and withdrawals
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Cares Act
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Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck
In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences
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