2025 Retirement Plan Sponsor Fiduciary Summit - You're Invited

You are invited to our 12th Annual Retirement Plan Sponsor Fiduciary Summit on Wednesday, April 23, 2025!

This is an in-person 1/2 day event filled with speakers and educational content to empower you in your role as a plan sponsor for your organization’s retirement plan.

NOTE: Clients and prospective clients are all welcome to join us - we would love to have you.

The agenda is below, along with a calendar form to register for the event. Please register in advance so that we have proper headcounts for food and space. Breakfast, lunch, and snacks will be served. The location is The Club at Golden Valley in Minneapolis, Minnesota.

2024 Plan Sponsor Fiduciary Summit at The Club at Golden Valley in Minneapolis, Minnesota with our clients and partners

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Level Up Your Organization's LinkedIn Game, On-Demand Recording

Our guest webinar presenter, Jennifer Chenoweth, has over 20 years of experience working in Fortune 50 companies across marketing, sales, and HR. Her presentation is titled, “Level Up Your Organization’s LinkedIn Game.”

Watch this 28-minute webinar (speaker content begins at 2:30 mark) to learn more about optimizing your organization’s LinkedIn presence. We have also included the actionable document with 10 Ways to Activate Employees on LinkedIn & Strengthen Your Organization’s Brand. If you’d like this sent to you as a PDF, please fill out the web form below.

Webinar Overview

  1. LinkedIn’s Role Beyond Hiring – How LinkedIn can be leveraged for talent acquisition, employer branding, employee engagement, and retention.

  2. Employee Engagement on LinkedIn – How to equip employees with the right tools—headshots, branded assets, and best practices—to strengthen their presence and participation.

  3. Integration of LinkedIn into Onboarding & Retention Strategies – How welcoming new employees on LinkedIn and encouraging internal connections helps create a connected and engaging culture.

  4. Company Page Content Strategy that Resonates – How employee-driven content—spotlights, career growth stories, and cultural highlights—creates a compelling LinkedIn presence that attracts and retains top talent.

If you’d like a PDF of these 10 tips, please submit the web form below and we will email it to you in 1-2 business days.

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Fiduciary Training 101 Webinar, February 2025 - Your Role as a Fiduciary, Basic ERISA Fiduciary Duties, Administrative Best Practices, & Educating & Empowering 401(k) Participants

We upgraded this year's 3-Part Quarterly Fiduciary Training Series, designed specifically for retirement plan sponsors.

The first of the three trainings for 2025 is 101. This 33-minute webinar is a great refresher if you are more seasoned in your role as a fiduciary to your organization’s retirement plan, and a great foundation if you are new to your role and need a starting point.

Our advisor, Jenna Witherbee, discusses the following four fiduciary topics in this 101 training for 2025:

  1. Your Role as a Fiduciary

  2. Basic ERISA Fiduciary Duties

  3. Administrative Best Practices

  4. Educating & Empowering 401(k) Participants

Note: Please feel free to share this recording with any plan sponsor who may benefit from our continuing education. This specific webinar is not for retirement plan participants.

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2024 Fiduciary Training, On-Demand Recordings

As your retirement plan advisor, we provide you and your team with continuous education to support your role as both a plan sponsor and a fiduciary to your organization’s retirement plan.

This three-part fiduciary-focused webinar series is for any retirement plan sponsor looking to refresh their knowledge or onboard into that role for the first time.

Each part is about 25-minutes and it is presented by our advisor, Jenna Witherbee. To watch the playlist above, click on one of the videos to begin.

Part 1: Your Role as a Fiduciary + Basic ERISA Fiduciary Duties

Part 2: Overseeing Investments + Overseeing Service Providers

Part 3: Helping Participants + Plan Administrator Basics + Fiduciary Liability, DOL Audit, FIduciary Insurance and Bonding

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What Women Want in Retirement, On-Demand Recording

Please click the play arrow above to watch the on-demand recording of this 35-minute webinar - What Women Want in Retirement.

We are grateful to Sue Walton with Capital Group for lending her expertise to this topic.

The agenda for this presentation covers:

  • What we think we know about women investors

  • Differences across the generations

  • Unique challenges women face

  • Practical considerations

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Advanced College Savings Concepts Webinar

Please reach out to our team if you’d like additional information about 529 Plans and Advanced College Savings Concepts. We are happy to send you the deck of this presentation.

This presentation covers the following:

  • 529 plan overview

  • UGMA/UTMAs and Coverdell ESAs

  • In-state versus national 529 plans

  • Financial aid

  • American opportunity and lifetime learning tax credit

  • Estate planning

  • 529 features and benefits


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Fiduciary Training Part 3 of 3: Helping Participants + Plan Administrator Basics + Fiduciary Liability, On-Demand Recording

Our advisor, Jenna Witherbee, discusses the final three pieces of your role in this quarterly fiduciary training. Part 3 of 3 includes:

  • Helping Participants

  • Plan Administrator Basics

  • Fiduciary Liability

This is a deep dive into these three topics to better prepare you in your important role as a retirement plan sponsor.

Note: This is a 26-minute webinar

Want More?

Please check back in early 2025 for our next fiduciary training series.

And in case you missed Part 1 or Part 2, you can use the buttons below to watch now.

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Legislative Update from Capitol Hill - August 2024 - On-Demand Recording

Every Summer our advisor, Gina Buchholz - along with our fellow Minnesota delegates - attends the NAPA Fly-In Forum in Washington D.C.

While there, she was able to meet with Minnesota Senator, Tina Smith, and continued to advocate for more effective retirement savings for all Americans.

The video recording above is an 8-minute overview of the key takeaways from the American Retirement Association after this year’s forum. In this brief recap, Gina covers:

  1. How Workers Depend on 401(k) Plans

  2. The Retirement Savings Act (RSAA)

  3. Automatic IRA Act

Please reach out to our team with any questions. We are happy to discuss!

From L to R: Steve Chappell of The Standard, Tracy Hanson of RBC, Gina Buchholz of 401k Plan Professionals, Senator Tina Smith of Minnesota, Christie Hughes and Andrew Tufford of Tufford-Hughes, and Jonathan Fredman of Marsh McLennan

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Fiduciary Training Part 2 of 3: Overseeing Investments + Service Providers, On-Demand Recording

Our advisor, Jenna Witherbee, discusses the next two pieces of your role in this quarterly fiduciary training. Part 2 of 3 includes "Overseeing Investments" and "Overseeing Service Providers." This is a deep dive into these two topics to better prepare you in your important role as a retirement plan sponsor.

Note: This is a 25-minute webinar

Want More?

Part 3 of 3 of this Fiduciary Training Series is Thursday, September 12th. It will cover “Helping Participants + Plan Administrator Basics + Fiduciary Liability.” Use the button below to register in advance.

And in case you missed Part 1, you can use the button below to watch now.

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Rollovers 101

In this 9-minute on-demand video our 401k Plan Professionals advisor, Jenna Witherbee, breaks down exactly what a retirement plan rollover is and how you can make it happen for yourself if you desire.

Remember, the three things to consider when deciding if you want to rollover your money are:

  1. Performance

  2. Cost

  3. Convenience

According to the IRS: A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan. This rollover transaction isn't taxable, unless the rollover is to a Roth IRA or a designated Roth account from another type of plan or account, but it is reportable on your federal tax return. You must include the taxable amount of a distribution that you don't roll over in income in the year of the distribution.


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Medicare 101 Webinar, On-Demand Recording

The on-demand recording of this 1-hour webinar is now available. Please click the play arrow above to watch.

We are grateful to Ron Bezis of John Hancock Investment Management for presenting this important Medicare information.

This presentation covers the following areas of Medicare:

  • Medicare's History

  • The Parts of Medicare

    • Hospital Coverage

    • Outpatient Coverage

    • Medicare Advantage

    • Voluntary Drug Program

  • When to Enroll

  • Medicare Cost Sharing

  • Covering the Gaps

    • Medigap

    • Medicare Advantage

  • Working Past Age 65

To receive additional Medicare PDF materials, please fill out this form and our advisor will email you the files ASAP.

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Investment Options and Diversification, On-Demand Recording

Our advisor, Jenna Witherbee, discusses Investment Options and Diversification. This is a continuation of our 8 Steps to Financial Wellness Video Series and serves as an additional resource for Step 2.

Step 2: Set a goal to save at least 5% through your 401(k) Plan

In this video you will learn about asset classes, asset allocation, diversification, and rebalancing. The three main asset classes are cash alternatives, bonds, and stocks. You will also learn how mutual funds works inside of a company retirement plan.

Note: The above video is a 12-minute video

8 Steps to Becoming Financially Well Overview

Step 1: Establish an emergency fund

Step 2: Set a goal to save at least 5% through your 401(k) Plan

Step 3: Develop your understanding of credit

Step 4: Pay down non-deductible debt by creating a budget

Step 5: Max out your Health Savings Account (HSA), if applicable

Step 6: Increase your 401(k) contribution annually until you reach 10%

Step 7: Save for higher education expenses through 529 Plan

Step 8: Pay off your home early

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Fiduciary Training Part 1 of 3: Your Role as a Fiduciary and Basic ERISA Fiduciary Duties, On-Demand Recording

Our advisor, Jenna Witherbee, discusses the first two pieces of your role in this quarterly fiduciary training. Part 1 includes "Your Role as a Fiduciary" and "Basic ERISA Fiduciary Duties." This is a deep dive into these two topics to better prepare you in your important role as a retirement plan sponsor.

Note: This is a 25-minute webinar

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