401k Plan Professionals Webinar Series: Unique Challenges Facing Women Investors
Listen and follow-along with this 22-minute webinar from September 2019.
Guest host, Christina Pihos, Head of Participant Engagement at PIMCO, shares research & recommendations specific to women investors during this educational event.
401k Plan Professionals Webinar Series is designed to inform and educate both retirement plan sponsors and retirement plan participants about a wide variety of financial topics.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://www.youtube.com/watch?v=WPqOLFUFtR8
401k Plan Professionals Webinar Series: Understand Your Retirement Plan Audit
Listen and follow-along with this 15 minute webinar from April 2019.
For this webinar we had our first guest host, Carolee Lindsey, CPA of Weber & Deegan.
Ms. Lindsey walks through employee benefit financial statement audits and what you, as a plan sponsor or member of plan management, are responsible for. Fiduciary responsibilities and understanding what yours is as it pertains to your plan are key to this process.
These audits are required by ERISA and hiring a qualified, properly educated Employee Benefit Plan auditor should be at the top of your to do list if your organization has a retirement benefit for your employees. Both the IRS and Department of Labor (DOL) are involved as well.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://www.youtube.com/watch?v=dUZo63bkwuQ
401k Plan Professionals Webinar Series: 2019 Retirement Planning Considerations
Listen and follow-along with this 14 minute webinar from February 2019, hosted by Jenna Witherbee, to learn about the following 2019 Retirement Planning Considerations:
1. Ways to save & new limits
2. Notable deadlines
3. Pre-tax vs. Roth contributions
4. Asset allocation and rebalancing
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/jz5joyPKdVc
401k Plan Professionals Webinar Series: Investing Fundamentals During Market Volatility
Listen and follow-along with this 10 minute webinar from November 2018, hosted by Jenna Witherbee, to learn about investing fundamentals during market volatility.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/UUY3BTb02bo
401k Plan Professionals Webinar Series: The True Cost of Tapping into your 401(k) Before Retirement
Listen and follow-along with this 12 minute webinar from August 2018 to learn about hardship withdrawals.
Depending on your employer and the setup of your 401k plan, you may be able to tap into your savings ahead of retirement through the use of loans or hardship withdrawals.
Jenna Witherbee, of 401k Plan Professionals, walks you through the true cost of these options and how certain taxes or penalties may apply depending on the decision you make.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/VxJbt6VFKOo
401k Plan Professionals Webinar Series: 10 Common Financial Mistakes and How to Avoid them
Listen and follow-along with this 7 minute webinar from May 2018 to learn how to avoid these 10 common financial mistakes.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/3i6UwuQeH4U
401k Plan Professionals Webinar Series: Establishing an Emergency Fund
Listen to this 10 minute recording to learn about the importance of establishing an Emergency Fund.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/t2zktD5I-Bw
