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

Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Recording Resources

Foundational Investing

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

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Recording Resources

Retirement 101: Basics for Getting Started and Debunking Common Myths

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