Webinars

Upcoming

Q3 Plan Sponsor Webinar

Lessons from Litigation: Forfeitures and Beyond

September 17th 1:30 PM CT

Save Your Seat

Retirement plan fees are complicated and just when you thought you had it all figured out – courts make us think again. Join us for a webinar as we help plan sponsors understand considerations related to retirement plan fees including fee arrangements, accounts to pay attention to and a new set of cases that are taking on plan sponsor decision making related to these accounts.In this session, attendees will:

  • Identify common fee arrangements between plans and service providers
  • Understand unallocated accounts such as forfeiture and revenue credit account, including how (and when) these accounts should be spent
  • Determine methods for reducing risk based on fee arrangements and accounts based on lessons from recent cases

Q4 Participant Education Webinar

Often Underestimated but Mighty Aspects of Your Financial Plan

November 12th 12:00 PM CT

Q4 Plan Sponsor Webinar

Retirement Income and Cryptocurrency

November 19th 1:00 PM CT

On-Demand Re-plays

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.

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