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 Education Series: Basics of a 401k
A 401k is an employer-sponsored retirement savings plan. It is the most popular way for people in America to save for retirement. This savings vehicle is a way for individuals to save for retirement directly from their paycheck. Employers may put in some of their own money with a profit share or a match contribution, but it is not required.
Follow along with Jenna Witherbee of 401k Plan Professionals as she explains & simplifies the employer-sponsored retirement vehicle known as a 401k. This video is 1 minute in duration.
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/XdlktT5oM9I
401k Plan Professionals Education Series: Safe Harbor 401k Plans and Discrimination Testing
Certain criteria must be met for your 401(k) Plan to be considered Safe Harbor. Follow along with Jenna Witherbee of 401k Plan Professionals as she explains & simplifies discrimination testing and how it pertains to a Safe Harbor plan option for retirement plan sponsors. This video is about 4 minutes in duration.
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/XdlktT5oM9I