RETIREMENT PLAN ACADEMY
Plan insights from industry experts
Build your knowledge of retirement plan topics through concise workshops that offer advice and best practices. Retirement Plan Academy is available at no cost to all plan sponsors.
Classes at your convenience
Explore complex topics facing plan sponsors. Review previous Retirement Plan Academy workshops.
- 2025 Investment Themes and Portfolio Changes
- How Might the Election Impact Your Investments?
- Are your employees on track for retirement?
- 2024 Investment Themes & Changes
- 401(k) Participant Success through Behavioral Finance
- 2023 Investment Themes and Portfolio Changes
- SECURE Act 2.0 – How This Affects Your Retirement Plan
- The Suitability of Cryptocurrency in 401(k) Plans
- Are Your 401(k) Plan Fees Competitive?
- Department of Labor Best Practices for Target Date Funds
- Record-keeper Acquisition: Is Your Provider Next?
- 2022 Investment Themes and Portfolio Changes
- Keep Your 401(k) Safe: Cybersecurity Best Practices
- Higher Taxes May Be Coming. What Can You Do?
- Does Your Retirement Plan Help Recruit, Retain and Reward Employees?
- Supercharge Retirement with Non-Qualified Plans
- How the SECURE Act 2.0 Could Impact Your Retirement Plan
- Employee Education and Advice
- Student Loans as a Retirement Benefit
- Increasing Employee Participation
- Investment Selection and Monitoring
- Retirement Changes Under President Biden
- Top Internal Revenue Service Audit Issues
- Trends in Retirement Plan Lawsuits
- Types of Fiduciary Providers
- Top Department of Labor Audit Issues
- Retirement Committee Best Practices & Investment Policy Statements
- Understanding & Minimizing Plan Fees