WEBCASTS

Financial Wellness: Voice of the American Worker

Financial Wellness: Voice of the American Worker

Staggering statistics show the average American worker is struggling with their financial health, thus impacting their overall well-being and productivity at work. Employers are embracing the challenge of improving their employee’s total wellbeing by seeking ways to become the financial epicenter for their staff. In this panel webinar discussion, we will explore the shifting benefits ecosystem from different perspectives – with both in-plan and out-of-plan experience. In addition, we will share how technology is enabling and accelerating personalized financial wellness at the goal level and the implications for the future of retirement plan advisors.

2021 Practice Progress Series: ESG and Corporate Social Responsibility

2021 Practice Progress Series: ESG and Corporate Social Responsibility

Many industry experts believe the Biden administration will try to increase support for the use of environmental, social and governance (ESG)-themed investments, including by tax-qualified retirement plans subject to the Employee Retirement Income Security Act (ERISA). At the same time, investment managers and index providers are holding companies to greater account for a lack of diversity and inclusion on boards and in senior management positions. There is also growing demand for greater disclosures of environmental impact data by private and publicly traded companies alike.
This hourlong editorial webinar will feature a panel of ESG experts discussing the current and future state of ESG investing, both inside and outside ERISA plans. Particular attention will be paid to the regulatory environment, as well as the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.

2021 Practice Progress Series: Artificial Intelligence and Financial Advice

2021 Practice Progress Series: Artificial Intelligence and Financial Advice

It is hard to overstate the enthusiasm with which many experts speak about the prospects presented by machine learning and artificial intelligence (AI), both to impact peoples’ daily lives and to remake many parts of the global economy. That said, many of the concepts involved in discussing AI are highly technical and more than a bit esoteric, leaving some to wonder just what all the fuss is about.
This hourlong editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by AI experts. Panelists will discuss the general economic impacts that could be coming in the next several years and decades, while also offering a closer look at how the work of plan advisers and wealth managers could be directly impacted.

2021 Practice Progress Series: College Savings and Student Debt: 529 Plans, Student Loans and Financial Wellness

2021 Practice Progress Series: College Savings and Student Debt: 529 Plans, Student Loans and Financial Wellness

Sources say the aggregate amount of student loan debt carried by workers in the U.S. has now exceeded the amount of credit card debt. Though for some, student loans represent “good debt,” others are being financially drained by unattainable monthly payments, making the goal of saving for retirement or a home purchase seem like a pipe dream.
This hourlong editorial webinar will focus on employee financial wellness and, specifically, on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.”

2021 Practice Progress Series: When and How to Return to the Office

2021 Practice Progress Series: When and How to Return to the Office

Given the importance of close client connections and the traditional travel-heavy, in-person approach to doing business, retirement plan advisers faced a particularly challenging year in 2020. Many firms responded to the pandemic by embracing a totally new way of doing things, using more remote meetings and digital tools than ever before. Recognizing savings on travel and office space, some have said the new model could be here to stay.
This hourlong editorial webinar will examine whether, when and how advisory practices may return to the “normal” way of doing things. Panelists will consider how the role of office space has changed, what digital tools and solutions have proven most effective, and how client expectations have shifted. There will also be a focus on the latest pandemic updates, including the progress being made in terms of vaccinations and other public health efforts.

Social Security Planning Is Still Complicated

Social Security Planning Is Still Complicated

Learn more about how the Covid-19 crisis has impacted retirement planning, specifically focusing on tax efficient withdrawal and Social Security claiming strategies. Join Ron Cohen from Wells Fargo Asset Management as he talks with retirement income experts William Meyer and Sean Murray, CFA, both of Social Security Solutions, Inc.

Washington Update With ERISA Expert Brad Campbell

Washington Update With ERISA Expert Brad Campbell

Join us for a unique discussion with top ERISA [Employee Retirement Income Security Act] attorney and the former Assistant Secretary of Labor for Employee Benefits Brad Campbell, who will update us on industry trends including: Anticipated policy differences in retirement and financial regulations; the Department of Labor (DOL)’s Fiduciary Rule 3.0; the new rule on selecting environmental, social and governance (ESG) investments; the new safe harbor for electronic disclosure to participants and setting Every Community Up for Retirement Enhancement (SECURE) Act guidance and regulations to come.

Creating Financial Wellness Programs in a Post-Pandemic World

Creating Financial Wellness Programs in a Post-Pandemic World

COVID-19 has created not just one, but two global pandemics. Financial stress—aggravated by COVID-19—is currently the leading cause of lost productivity, unplanned absences and low job performance among workers. Offering a comprehensive financial wellness package with the right mix of benefits can support employees’ emotional and physical health, thereby alleviating anxiety and driving productivity.

Evolving the DC Experience for Pandemic-Pinched Participants

Evolving the DC Experience for Pandemic-Pinched Participants

While the coronavirus crisis has put the squeeze on existing stressors, most participants are endeavoring to stay the course when it comes to retirement, as highlighted in State Street’s 2020 Global Retirement Reality Report.

2020 PLANADVISER Webinar Series: Practice Progress

2020 PLANADVISER Webinar Series: Practice Progress

PLANADVISER’s Practice Progress monthly webinar series is designed to help advisers tackle the ongoing challenges of managing their practices, with the goal of improving outcomes for team members, plan sponsor clients and participants alike. Each month, the editors of PLANADVISER will bring together trusted industry experts to discuss practice management, client service, compliance, investments and much more. Join us as we help you move your practice forward.

Student Debt: Dive into The Most Sought-After New Employee Benefit

Student Debt: Dive into The Most Sought-After New Employee Benefit

Over 44 million Americans are struggling to pay off $1.5 Trillion in student debt, and it’s a good bet your employees are among them. The need for a student loan benefit is growing – it’s currently one of the highest sought-after benefits by employees. Now you can help your employees manage, pay down, and minimize their student debt, and gain a powerful advantage in recruiting and retaining top talent.

Diving into the Mindset of 401(k) Participants

Diving into the Mindset of 401(k) Participants

How much do participants think they need saved for retirement? What kind of benefits do they expect from their plan? Watch our webinar to gain firsthand knowledge of 401(k) participant sentiments from Schwab Retirement Plan Services, Inc.

Biased! How behavioral finance impacts investors and investments

Biased! How behavioral finance impacts investors and investments

Forging a path of least resistance to plan participant success remains at the center of a plan sponsor’s fiduciary responsibility. Plan advisors play a major role in designing plan features and investments to help meet that responsibility. While automated plan features are a start, they are not enough—it takes creative participant education and motivation as well.

Getting the Most Out of Retirement Plan Solutions

Getting the Most Out of Retirement Plan Solutions

In the universe of retirement options, there are a lot of bright stars—401(k)s, IRAs, Roth 401(k)s, and more. And while each of these plans offers its own distinct advantages, shining among them in the retirement stratosphere is the often-overlooked HSA (health savings account). HSAs have gained tremendous popularity thanks to their ability to create peace of mind today, while generating income for the future.