Fiduciary Training 201 Webinar: Hot Topics for Fiduciaries, June 2025 On-Demand Recording

We upgraded this year's 3-Part Quarterly Fiduciary Training Series, designed specifically for retirement plan sponsors.

201 is the second of the three trainings for 2025. This 28-minute webinar focuses on Hot Topics for Fiduciaries and it will help you up-level your knowledge as a fiduciary to your organization’s retirement plan.

Our advisor, Jenna Witherbee, discusses the following three fiduciary topics in this 201 training for 2025:

  1. Legislative Update

    1. SECURE 2.0 - What’s Happening Now?

      1. Roth Catch-up for High Income Earners

      2. Expanded Withrdrawal Options

      3. Long-term, Part-time Employees

      4. DOL Lost and Found Database

      5. Progress with Student Loan Debt Solutions

    2. SECURE 3.0 - What’s Next?

    3. Forfeiture Litigation

    4. State Mandates

  2. Pooled Employer Plans (PEPs) + the 401k Collective PEP

  3. Building Financial Confidence Through Education

Note: Please feel free to share this recording with any plan sponsor who may benefit from our continuing education. This specific webinar is not for retirement plan participants.

Watch 2025 Fiduciary Training 101 Here
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