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Webinar Recordings

 Recorded Plan Sponsor Webinars

 

ProCourse offers quarterly webinars for retirement plan sponsors. These webinars are for educational purposes and are meant to help fiduciaries stay up to date on current industry issues. Below you will find some of our previously recorded webinars.

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               Introductory Fiduciary Education

                       Introductory Fiduciary Education

One critical piece of information that retirement plan auditors are looking for is evidence of sufficient and annual fiduciary training. This brief introduction  will explain some of your responsibilities as a fiduciary and describe actionable steps that can help protect yourself and your organization.

Overview of 403(b) Litigation: What if Means for Plan Sponsors

 

What to Expect Upon a DOL Audit of Your Retirement Plan

 

The DOLs New Definition of Fiduciary and What it Means for Plan Sponsors

                     Strategies for Managing a Frozen Defined Benefit Plan

Strategies for Managing a Frozen Defined Benefit Plan

Terminating a defined benefit (DB) plan can be a complicated process with a number of requirements and deadlines. Join ProCourse and Nyhart as they discuss the intricacies of terminating DB plans and what to consider before you do.

5 Steps to Conducting a Successful Recordkeeper Search

5 Steps to Conducting a Successful Recordkeeper Search

ProCourse highlights how to conduct a search for a retirement plan recordkeeper. Topics include when to conduct a search, questions to ask potential recordkeepers, pricing models and more.

Fiduciary Liability Insurance

Fiduciary Liability Insurance

This webinar will provide insight into some of the most important aspects of Fiduciary Liability Insurance. Join us as we discuss why fiduciary liability is a concern, examples of claims, common misconceptions and what your fiduciary liability policy should include.

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Total Compensation: Developing a Strategic Philosophy

Total Compensation: Developing a Strategic Philosophy

ProCourse and Julie Bingham of FirstPerson discuss the different levels of compensation, total compensation and total rewards. Listen as they discuss ways to develop and align your compensation philosophy with your organizational mission and culture.

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Record Retention: Building Your Fiduciary File

Record Retention: Building Your Fiduciary File

Not only is retaining plan documentation prudent and required for plan sponsors but in the event of a plan audit or litigation, fiduciaries are responsible for furnishing certain documentation. Join ProCourse as we discuss best practices for developing and maintaining your fiduciary filing cabinet.

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Intro to Financial Wellness with BeManaged

Intro to Financial Wellness with BeManaged

Join ProCourse as we interview Chad Griffeth, Co-Founder of BeManaged, a 401(k) advice and financial wellness service provider. Learn about the BeManaged services, their unique approach to financial wellness and determine if their solutions may be something you want to provide your employees.

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Nonqualified Plans: Uncovering Trends & Overcoming Challenges

Nonqualified Plans: Uncovering Trends & Overcoming Challenges
Listen as we highlight the pros and cons of offering Nonqualified Deferred Compensation (NQDC) plans and review case studies that may help you identify ways to better manage these plans.

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How Plan Sponsor Innovation can Result in Success

How Plan Sponsor Innovation can Result in Success
There are several ways to design your retirement plan, and following the “trend” might not always be the solution. Watch as we reveal ways plan sponsors are creatively reshaping their retirement program to address the needs of their unique employee population.

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