PLANSPONSOR
Sessions in the Webinar Series
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January 21, 2021 2:00 p.m. ESTPlan Progress: Plan Design TrendsSome trends in plan design—automatic features, target-date funds (TDFs)—are likely to continue to be good practice. However, the coro... View more -
February 18, 2021 2:00 p.m. ESTPlan Progress: Complying With New Regulations/Legislations -
March 18, 2021 2:00 p.m. ESTPlan Progress: Considering ESG Factors in Investment SelectionFor several presidential administrations now, there has been some back and forth about the place for environmental, social and govern... View more -
April 15, 2021 2:00 p.m. ESTPlan Progress: Evaluating Guaranteed Income Products -
May 20, 2021 2:00 p.m. ESTPlan Progress: Lessons From LitigationThere is no shortage of litigation filed against retirement plan sponsors. It seems that most lawsuits focus on plan administration a... View more -
June 17, 2021 2:00 p.m. ESTPlan Progress: Building an Effective Financial Wellness ProgramOver the past several years, there has been a large focus on employees’ overall financial wellness, and the focus has intensified as ... View more -
July 15, 2021 2:00 p.m. ESTPlan Progress: Mid-Year Investment Review -
August 19, 2021 2:00 p.m. ESTPlan Progress: Benchmarking Your RecordkeeperSelecting the best recordkeeper for retirement plan participants and monitoring that recordkeeper are part of a plan sponsor’s fiduci... View more -
September 16, 2021 2:00 p.m. ESTPlan Progress: Considerations for Pension Risk TransferSponsored by Securian Financial Pension risk transfer (PRT) activity has been increasing year over year, although it slowed somewhat... View more -
October 21, 2021 2:00 p.m. ESTPlan Progress: Communicating to Boost Participant EngagementEmployees’ savings may have gotten off course due to financial impacts of the pandemic and legislation allowing for special retiremen... View more -
November 18, 2021 2:00 p.m. ESTPlan Progress: Retirement Plan CybersecurityAs we live life online, cybersecurity is a growing risk. As headlines and lawsuits have shown, retirement plan accounts and providers... View more -
December 16, 2021 2:00 p.m. ESTPlan Progress: Measuring the Success of Your DC PlanFor years, defined contribution (DC) plan success was measured by participation rates. Then savings rates were introduced as a metric... View more
