Multimedia Archive

A Conversation with PLANSPONSOR

Based in Phoenix, OneAZ Credit Union was a finalist this year for PLANSPONSOR of the Year in the Total Retirement Offering...

A Conversation with PLANSPONSOR

The manufacturing company based in Canton, Ohio, received a Plan Sponsor of the Year Award in the Corporate Defined Contribution

I Survived an Audit

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

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...

“Executive” Decisions

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

The Health Care Piece of the Puzzle

The relationship between health care benefits, employee financial wellness and benefit budgets. How to balance the advantages of different health...

AI in the Retirement Industry

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

Equity in Retirement Benefits

This session covers how to provide retirement and financial wellness programs that benefit all employee groups.

Fixing Common Mistakes

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

Essential QDIA Considerations

The plan investment menu should meet the needs of all participants, from younger employees to those nearing or in retirement,...

Enhanced Engagement Efforts

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