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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 409970
Credit & Course Provided by:

Assisting Your Employees in Meeting Their Retirement Goals

Live Webinar
August 9, 2022
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 5 minutes
Live Webinar$149Register Now
Plan Design Considerations
  • Plan Participation and Automatic Enrollment
  • Employer Contributions
  • Plan Loans and Distributions
Beyond 401(k) Plans
  • 403(b), 457(b), and 457(f) Plans
  • Defined Benefit Plans
  • Nonqualified Plans
Participant Communications
  • Summary Plan Descriptions and Other Required Disclosures
  • Investments and Statements
  • Using Electronic Media
Taking Advantage of Vendors and Third Parties
  • TPA Considerations
  • Plan Investments
  • Financial Wellness
Fiduciary Checkup
  • ERISA Fiduciary Duty Requirements
  • Delegation of Duties
  • Investment Policy Statement
  • Fiduciary Training


Live Webinar$149Register Now