Multimedia Archive

Videos |

I Survived an Audit

Hear about the experiences of plan sponsors that have been through IRS and/or DOL audits.
Videos |

Creating Committees of Excellence

Committee setup, governing documents and training; meeting frequency, topics and documentation—this session will detail it all. Learn how to establish...
Videos |

“Executive” Decisions

Do you offer a nonqualified deferred compensation plan for executives or are you considering doing so? Learn about trends in...
Videos |

AI in the Retirement Industry

Explore the potential use of artificial intelligence to improve retirement plan and participant outcomes in this engaging session.
Videos |

Fixing Common Mistakes

Speakers discuss the most common mistakes fiduciaries make and the details of programs/fixes either prescribed by the IRS or that...
Videos |

Enhanced Engagement Efforts

Tips and optimal practices for getting employees to engage with financial wellness programs and retirement plans. Examples from plan sponsors...