You’re Invited! 10th Annual Plan Sponsor Fiduciary Summit
Thursday, April 27th 2023
8:00 am - 12:15 pm
Golden Valley Country Club
We are excited to see you in-person at our 10th Annual Summit for Plan Sponsors. This event is open to clients and prospective clients.
You're Invited - 2023 Retirement Planning Considerations Webinar
Please join us Thursday, January 12th 2023 for our annual Retirement Planning Considerations Webinar.
Our advisor, Jenna Witherbee, will walk you through:
Ways to Save and New Limits
Notable 2023 Deadlines
Pre-Tax vs Roth Contributions
Getting Back on Track
On-Demand Recording of Stable Value Funds Webinar
Stable Value Funds are an important fund class to understand as both a plan sponsor and plan participant in a 401(k) or 403(b). Our advisor, Jenna Witherbee, is joined by New York Life’s Fred Spreen to discuss and detail this type of fund.
We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciaries to their retirement plan.
Please feel free to reach out to our team with any questions, and we hope to see you at our next webinar
On-Demand Recording of Retirement Plan Fees Webinar
Retirement Plan Fees are one of the more complex and least understood aspects of a retirement plan for both plan sponsors and plan participants. Our advisor, Gina Buchholz, breaks down those fees to add transparency to this topic. We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary to their retirement plan.
Please feel free to reach out to our team with any questions, and we hope to see you at our next training.
On-Demand Fiduciary Training for Retirement Plan Sponsors
Each quarter, we host a fiduciary training for retirement plan sponsors. We want to make sure that all of our clients feel comfortable, capable, and supported in their important role as a fiduciary to their retirement plan.
Please feel free to reach our to our team with any questions, and we hope to see you at our next training.
8 Steps to Becoming Financially Well, a Video Series
We are so excited to introduce our latest video series - 8 Steps to Becoming Financially Well
This is our Retirement Plan Participant Wellness Series that we developed in-house to provide an overview of actionable steps to enhance your own financial wellness.
In the playlist above, you will find 9 total videos that range from about 2-8 minutes each. This series of educational videos is brought to you by our advisor, Jenna Witherbee.
Intro Video: Introducing each of the 8 Steps
Step 1: Establish an emergency fund
Step 2: Set a goal to save at least 5% through your 401(k) Plan
Step 3: Develop your understanding of credit
Step 4: Pay down non-deductible debt by creating a budget
Step 5: Max out your Health Savings Account (HSA), if applicable
Step 6: Increase your 401(k) contribution annually until you reach 10%
Step 7: Save for higher education expenses through 529 Plan
Step 8: Pay off your home early
Hot Topics in Retirement, May 2022 Edition
We are excited to share our latest Hot Topics with you. Please see the playlist below with four (4) different videos, each about 10 minutes.
Gina Buchholz - Legislative Update
Jenna Witherbee - Financial Wellness and Evolving Education Model
Jessica Ballin - Investment Menu & Plan Committee Trends
Virginia Ryan - Plan Design and Recordkeeper Insights
Hot Topics in Retirement 2021 Webinar with 401k Plan Professionals Team
Every year, our team of advisors provides an overview of Hot Topics in the Retirement Plan Industry.
In our 2021 overview:
Gina Buchholz covers Legislative Updates
Jenna Witherbee covers Participant Outcomes, Plan Design and Creative Education Strategies
Jessica Ballin covers Investment Menu Trends
Note: The on-demand recording is 38 minutes
Please reach out to our team with any questions
Collective Investment Trusts (CIT) Video Overview with Val Ferrara
We invited Val Ferrara, with Wilmington Trust, to give you an overview of Collective Investment Trusts - known as CITs. Click the button above to watch this recording and please reach out to our team if you have any questions.
Happy 401k Day 2021!
Because every day is 401k Day at 401k Plan Professionals
Check out the short video above to hear what our team of advisors enjoys about their work in retirement. You’ll hear from Jenna Witherbee, Gina Buchholz and Jessica Ballin.
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: 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
Jessica Ballin Named to Retirement Advisor Council
Jessica Ballin of 401k Plan Professionals is the newest member of the Retirement Advisor Council. Mrs. Ballin serves a 2 year term with the council where she will continue her work as an advocate for holistic financial & retirement education for both plan participants and plan sponsors.
“Understand Your Retirement Plan Audit” Webinar - Join Us April 4th @ 10 AM central
Every other month, using a webinar format, 401(k) Plan Professionals shares advice & education on financial wellness topics to help bridge the gap on retirement readiness and overall financial understanding.
We are excited to announce that our second webinar of 2019 will be Thursday, April 4, 2019 at 10:00 am Central. We have a guest presenter this month. Carolee Lindsey of Weber & Deegan will host this 15 minute event to discuss retirement plan audits and what you as a plan sponsor need to know.
Our webinars are open to all. Please be sure to add the event to your calendar using the button below.
We look forward to speaking with you soon,
401k Plan Professionals Team
Information for joining April 4th webinar:
Please join our meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/856274573
You can also dial in using your phone.
United States: 1 (872) 240-3412
Access Code: 856-274-573
First GoToMeeting? Let's do a quick system check: https://link.gotomeeting.com/system-check
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 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
401k Plan Professionals Team Spotlight: Kelly Pannek
Kelly Pannek joined our team at 401k Plan Professionals in 2015. Since day one, she has played an important role in our client’s experience through her willingness to help and deliver on any task.
We are continuously impressed by her unique ability to balance her education, her role with our team, and the demands of her collegiate and olympic hockey careers. Kelly has helped lead both the University of Minnesota Gophers Women’s Hockey team to multiple national titles and Team USA Women’s Hockey to their Gold Medal win at the 2018 PyeongChang Winter Olympics.
On or off the ice, Kelly's presence, personality & leadership are easy to feel. 401k Plan Professionals celebrates our outstanding team member, Ms. Pannek, today and every day.
See the article below published by the Star Tribune to learn more:
