Register for Upcoming Events + Webinars
Retirement by Generation, for Baby Boomers
with 401k Plan Professionals advisor, Gina Buchholz
Thursday, March 5th @ 10 am central
Social Security 101
with Zach Lindsay and Jack Wood of MFS Investment Management
Thursday, March 12th @ 10 am central
Economic / Market Update for April 2026
with Marta Rodriguez of JP Morgan Asset Management and our advisor, Jessica Ballin
Thursday, April 9th @ 10 am central
13th Annual In-Person Plan Sponsor Fiduciary Summit
Thursday, April 30th from 8:00am - 12:30pm central
The Club at Golden Valley, Golden Valley MN
This event is open to all plan sponsor clients and prospective clients. Please register in advance so that we can plan accordingly.
We hope to see you there!
Plan Design - Trends and Client Case Studies
with 401k Plan Professionals advisor, Jenna Witherbee
Thursday, May 21st @ 10 am central
Cyberwellness
with David Schneier of Fidelity
Note: this is a 1-hour webinar
Thursday, May 28th @ 10 am central
What Plan Sponsors Need to Know About Private Assets in Retirement Plans
with Eric Milano of T. Rowe Price
Thursday, June 11th @ 10 am central
Fiduciary Best Practices - with more advanced topics
with 401k Plan Professionals advisor, Jenna Witherbee
Thursday, June 18th @ 10 am central
Retirement by Generation, for Gen X
with 401k Plan Professionals advisor, Gina Buchholz
Thursday, July 9th @ 10 am central
Health Savings Account (HSA) Investing
with 401k Plan Professionals advisor, Virginia Ryan
Thursday, August 6th @ 10 am central
Economic / Market Update for August 2026
with Marta Rodriguez of JP Morgan Asset Management and our advisor, Jessica Ballin
Thursday, August 13th @ 10 am central
Lifetime Income
with 401k Plan Professionals advisor, Jenna Witherbee
Thursday, September 10th @ 10 am central
Medicare 101
with Ron Bezis of Manulife John Hancock Investments
Note: this is a 1-hour webinar with time for Q&A
Thursday, September 24th @ 10 am central
Fiduciary In Action - Real world client examples to understand reasoning and impact
with 401k Plan Professionals advisor, Jenna Witherbee
Thursday, October 22nd @ 10 am central
Retirement by Generation, for Millennials
with 401k Plan Professionals advisor, Gina Buchholz
Thursday, November 19th @ 10 am central
Watch Recordings of Past Webinars
Fiduciary Fundamentals -
Top 10 Responsibilities of Retirement Plan Fiduciaries
with 401k Plan Professionals advisor, Jenna Witherbee
7 Things No One Tells You About Retirement
with 401k Plan Professionals advisor, Gina Buchholz
Minnesota's New Secure Choice Law:
Your Employer Retirement Plan
Options Explained
with 401k Plan Professionals advisor, Jenna Witherbee
2026 Retirement Planning Considerations + Market Intelligence
with 401k Plan Professionals advisor, Jenna Witherbee and Emily Roland from John Hancock
8 Steps to Financial Wellness with New Worksheet Demo
with 401k Plan Professionals advisor, Jenna Witherbee
Fiduciary Training 301: Strategic Fiduciary Oversight for 401(k) Plans
with 401k Plan Professionals advisor, Jenna Witherbee
Paid Family Medical Leave Act (FMLA) for Minnesota Employers
with Genevieve Frazier of Maguire Agency and Evon Spangler of Spangler and de Stefano, PLLP
Note: This is a Minnesota-specific program that becomes effective January 1st, 2026.
My Brain Made Me Do It: Strategies for Better Investment Decisions
with 401k Plan Professionals advisor, Gina Buchholz
Medicare 101
with Ron Bezis of Manulife John Hancock Investments
Pooled Employer Plans (PEPs) - What are they, who benefits, and how to get started with the 401k Collective PEP
with 401k Plan Professionals advisor, Jenna Witherbee
Social Security 101
with Zach Lindsay and Jack Wood of MFS Investment Management
Fiduciary Training 201: Hot Topics for Fiduciaries — including Legislative Updates, Pooled Employer Plans (PEPs), and How to Build Financial Confidence Through Education
with 401k Plan Professionals advisor, Jenna Witherbee
Navigating Federal Student Loans in 2025
with Bill Harmon, Beth Krasnow and Aaron Longino of Thrive Student Loan Advisors
8,000 Days of Retirement
with guest presenter, John Diehl with Hartford Funds
This 1-hour presentation is backed by MIT AgeLab Research. It covers the 8,000 days that make up the extra 20 years most Americans will spend in retirement due to longer lifespans.
Navigating Market Volatility & Uncertainty
with Marta Rodriguez of JP Morgan Asset Management and our advisor, Jessica Ballin
Level Up Your Organization's LinkedIn
with guest presenter Jennifer Chenoweth, founder of The LinkedIn Gal
Fiduciary Training 101:
Your Role as a Fiduciary,
Basic ERISA Fiduciary Duties, Administrative Best Practices, and Educating + Empowering 401(k) Plan Participants
with 401k Plan Professionals advisor, Jenna Witherbee
2025 Retirement Planning Considerations + Market Update
with our advisor Jenna Witherbee and guest presenter Marta Rodriguez, CFA with J.P. Morgan Asset Management
Post-Presidential Election Market Considerations
with guest presenter Michael LoGalbo, CFA - from the Global Market Strategies team at New York Life Investments
What Women Want in Retirement
with Sue Walton, from Capital Group
Advanced College Savings Concepts
with guest presenter, Brian Parker, from John Hancock Investment Management
2024 Fiduciary Training, Part 3 of 3: Helping Participants + Plan Administrator Basics + Fiduciary Liability
with 401k Plan Professionals advisor, Jenna Witherbee
This will be a 20-minute webinar with 10 minutes for Q&A
Social Security 101
with Rhonda Whitenack and Robert Fenn of the Social Security Administration
2024 Fiduciary Training, Part 2 of 3: Overseeing Investments + Overseeing Service Providers
with 401k Plan Professionals advisor, Jenna Witherbee
This will be a 20-minute webinar with 10 minutes for Q&A
Raising Financially Aware Kids
with guest speaker, Jesse Daniels from American Century Investments
Medicare 101
with guest speaker, Ron Bezis from John Hancock
2024 Fiduciary Training, Part 1 of 3: Your
Role as a Fiduciary + Basic ERISA Fiduciary Duties
with 401k Plan Professionals advisor, Jenna Witherbee
This is a 25-minute webinar
2024 Retirement Plan Considerations + Market Intelligence
with 401k Plan Professionals advisor, Jenna Witherbee and Emily Roland from John Hancock
SECURE 2.0 - End of Year Legislative Update
with 401k Plan Professionals advisor, Gina Buchholz
Anticipating the Unexpected - Involving Your Family in Financial Planning & Decision Making
with Karen Drancik of Neuberger Berman
Q4 Plan Sponsor Fiduciary Training
with 401k Plan Professionals advisor, Jenna Witherbee
Cybersecurity
with Trish McGinity, Head of Cybersecurity Communications at Empower Retirement
8 Steps to Financial Wellness
with 401k Plan Professionals advisor, Jenna Witherbee
Creative and Effective Plan Design to Engage 401(k) Plan Participants
with 401k Plan Professionals advisor, Gina Buchholz
Q3 Plan Sponsor Fiduciary Training
with 401k Plan Professionals advisor, Jenna Witherbee
Social Security 101
with Rhonda Whitenack and Robert Fenn of the Social Security Administration
Please Note: The Social Security Administration highly encourages you to create a my Social Security account prior to viewing the session. With an account, you can verify your earnings, FICA taxes, and your personal benefit amounts using your top 35 years of earnings. A personal my Social Security account is the gateway to doing business with the SSA online. This is a one-stop center for you to manage and maintain your personal Social Security business.
401(k) Audit Best Practices
with Vicki Nelson, CPA of BGM and Kris Tveit, CPA of CLA
Q2 Plan Sponsor Fiduciary Training
with 401k Plan Professionals advisor, Jenna Witherbee
Voice of the American Worker
with Jacque Reardon from Franklin Templeton
Engaging The Millennial Participant
with Dan Florina from Putnam Investments
SECURE 2.0 Legislation
with 401k Plan Professionals advisor, Gina Buchholz
Q1 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
2023 Retirement Planning Considerations
with 401k Plan Professionals advisor, Jenna Witherbee
Q4 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
Stable Value Funds Webinar
with Fred Spreen of New York Life Investments
Breaking Down Retirement Plan Fees Webinar
with 401k Plan Professionals advisor, Gina Buchholz
Q3 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
Social Security 101 Webinar
with Rhonda Whitenack and Sara Cavallo of the Social Security Administration
Health Savings Account (HSA) 101 and 201 Webinars
with Genevieve Frazier of Maguire Agency
Market Intelligence Webinar
with Matt Miskin, Co-Chief Investment strategist with John Hancock Investments
Q2 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
Harnessing Stress for a Happier Retirement
with Eric Magyar of Janus Henderson Investors
Q1 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
Rollovers 101
With 401k Plan Professionals advisor, Jenna Witherbee
2022 Retirement Planning Considerations
with 401k Plan Professionals advisor, Jenna Witherbee
Q4 Plan Sponsor Fiduciary Training Webinar
with 401k Plan Professionals advisor, Jenna Witherbee
Investing in ESG Webinar
with Yasmin Landy and Dan Tremblay, Institutional Portfolio Managers at Fidelity Investments
Q3 Plan Sponsor Fiduciary Training
with 401k Plan Professionals advisor, Jenna Witherbee
Social Security 101
with Brian Rudolph and Rhonda Whitenack, Public Relations and Benefits Training Representatives, at Social Security Administration
Leveraging Experts to Design & Manage Benefits Plans
with Jessica Docken, Partner at Growth Operators
Common Mistakes + Remedies for 403b Plans
with Jennifer Jenkins, Director of National Tax Exempt Sales for OneAmerica
Quarterly Plan Sponsor Fiduciary Training Kick-Off
with 401k Plan Professionals advisor, Jenna Witherbee
Let’s Talk Estate Planning:
Wills, Trusts, Health Care Directives, Powers of Attorney + More
with Barb Brekke, local Minneapolis attorney at Brekke, Clyborne & Ribich L.L.C.
2021 Defined Contribution Plan Design Trends + Insights
with Jewelie Grape, local Minneapolis attorney at J.Grape Law PLLC
2021 Retirement Planning Considerations
with 401k Plan Professionals advisor, Gina Buchholz
2020 Retirement Plan Sponsor Fiduciary Summit
We look forward to hosting in-person again in 2021
Summit 2019 at Golden Valley Country Club