Webinars
Upcoming
Q1 Plan Sponsor Webinar
Engaging Employees in 2025
February 5th 1:00 PM CT
Why does your organization have a retirement plan? Does it sometimes feel like a lot of checking the box without enough time to focus on the outcomes you are seeking to achieve? You wouldn’t be wrong that there are a lot of items on the “to do” list when it comes to required notices. Join this session to go over the required notices, 404(c) requirements and beyond, but also to consider how to optimize the retirement plan to achieve the best outcomes. We will cover:
- Understanding required versus optional participant notifications
- Fulfilling participant requirements under ERISA Section 404(c)
- Best practices to locate missing participants
- Designing and optimizing the plan in light of recent rules and regulations
- Action items for plan sponsors
Q1 Participant Education Webinar
8,000 Days
February 11th 12:00 PM CT
Q2 Plan Sponsor Webinar
Operations and Admin
May 6th 1:00 PM CT
On-Demand Re-plays
Q4 Participant Webinar: Crypto-Curious
What’s all the crypto-buzz about? Are digital assets here to stay? Have you been meaning to brush up on the basics of cryptocurrency? If...
Q1 Participant Webinar: SAFER ONLINE
Identity theft and cybercrime increased drastically during the pandemic. There has been a significant increase in this type of criminal...
Q3 Participant Webinar: To Roth or Not to Roth, That is the Question
Many retirement plans now offer a Roth contribution option, but only 23% of individuals are using this feature*. There’s still...
Q2 Participant Webinar: Saving for Both College and Retirement
Saving for both college and retirement can be a daunting task. It’s easy to feel like these huge financial goals are in competition with...
Plan Sponsor Webinar: Market Volatility, March 19, 2020
Please join members of SRP’s Investment Committee to discuss the recent market volatility caused by COVID-19. Securities offered through...
October Plan Sponsor Webinar: Transform Tomorrow
Awakening the Super Saver in Pursuit of Retirement Readiness Join us on Wednesday, October 19th at 10:00 AM PT/11:00 AM MT/12:00 PM...
September Plan Sponsor Webinar: Equipping Organizations to Win the War for Talent
Join us on September 11, 2019 at 8:30 AM PT / 9:30 AM MT / 10:30 AM CT / 11:30 AM ET. Click here to register. Tom Chisholm, Managing...
Participant Webinar: Can One Percent Really Make a Difference?
Will you please share the following announcement within your organization by copying and pasting this to your participants? Attention all...
Webinar: What Every HR Professional Should Be Aware of For the Year Ahead
Join us for our Webinar 2019 HR Landscape: What Every HR Professional Should Be Aware of For the Year Ahead Register here - Tuesday,...
Participant Webinar: Identify Your Retirement Savings Goals
Attention all SRP Retirement Plan Participants! REGISTER NOW for the second event in the 2019 Participant Education Webinar Series! As...
Strategic Retirement Partners (SRP) is a leading national team of retirement plan-focused financial advisors. Let’s talk about your company’s retirement plan needs.