Running a Successful Retirement Plan Webinar Series

Businesswoman Reviewing Timeline on Screen at Meeting
  • 6/25/2019
  • Webinar
  • Hosting Speaking

Regardless of your organization’s size and industry, your retirement plan needs continuous oversight to ensure it operates effectively and has the appropriate safeguards in place to prevent issues that often result in costly corrections. 

This complimentary three-part webinar series covered case studies and best practices for the operation of a successful retirement plan. We explored common operational oversights, including enrollment and participant deferrals, automatic enrollment and escalation, distributions and loan requests, investment monitoring and evaluation, and provided best practices for implementation.

At the end of these sessions, you will be able to:

Part one — Enrollment Processes

Thursday, April 25

  • Explain paper-based and automatic enrollment processes, including calculating, collecting, and remitting plan contributions
  • Identify best practices for monitoring eligibility and enrollment to remain in compliance

SpeakersCrystal Coleman and Michele Chalmers 
CPE: 1 credit Specialized Knowledge
Download presentation for part one
Watch webinar recording for part one

Part two — Handling Disbursements

Wednesday, May 22

  • Manage retirement plan withdrawals, including different types of distributions and loans
  • Review plan withdrawals; and monitor the calculations and reporting completed by the service providers

SpeakersCrystal Coleman and Marie Morales 
CPE: 1 credit Finance
Download presentation for part two
Watch webinar recording for part two 

Part three — Evaluations and Monitoring

Tuesday, June 25 

  • Identify plan design and service provider evaluations, with an emphasis on process development
  • Describe recommendations for monitoring and reviewing investment performance

SpeakersCrystal Coleman and John Stiglich
CPE: 1 credit Specialized Knowledge
Download presentation for part three 
Watch webinar recording for part three 

CPE

Recommended CPE can be found in each session description
Prerequisites: None 
Program level: Overview 
Advance preparation: None 
Delivery method: Group Live

View CPE sponsorship information.

Event materials

For more information:

  • Reshma McHale
  • Marketing Associate
  • CLA Milwaukee Innovation Drive