401k Plan Professionals Webinar Series: Financial Wellness in the Workplace, Research & Trends

Listen and follow-along with this 17-minute webinar from June 2019.

Jessica Ruggles, a wellness consultant with Prudential Financial, shares the latest findings and research on financial wellness. The research presented is based on studies Prudential did with their own organization to measure the effectiveness of their wellness hypothesis.

Both plan participants and plan sponsors will gain insight into the current state of retirement readiness and wellness initiatives in America. Student Loan Debt Assistance and other topics are covered in this holistic view of wellbeing.

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: 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