Virtual CPE: Trends in Employer Retirement Plans & Navigating a Comfortable Retirement

Join us for our annual review on retirement featuring a unique two-part session with the first hour focused on employer plans, and the second hour preparing you for your unique retirement needs.

Part 1: Trends in Employer Retirement Plan Actions to Improve Participant Outcomes

Review tools and techniques employers use to improve success for participants including plan design, target date fund update, participant engagement and fiduciary considerations.

Part 2: How to Navigate Retirement and Longevity Headwinds Comfortably and with Purpose

Understand the importance of longevity planning, social security strategy, health and long term care issues in retirement and preparing for a purposeful experience.

Learning Objectives

• Understand the latest developments in employer retirement plans
• Gain a deep understanding on how to improve an employer retirement plan to ensure more employees are on target for adequate retirement accumulation.
• Learn how to prepare for individual retirement by understanding lifestyle, health and retirement asset challenges others face.
• Learn how cultivating a purpose and life vision drives individual retirement goals. 

The CPE portion of this webinar has concluded, but users can still view the presentation recording for educational purposes.