Your Guide to Retirement Plan Fiduciary Responsibilities
It can feel a bit overwhelming, but as a fiduciary, not only do you need to take your responsibilities seriously, you must also demonstrate you're fulfilling your obligation. That's why at OneDigital Investment Advisers (OneDigital), we have created the Fiduciary Academy, where you will find resources to help you manage your roles and responsibilities with the best interest of your participants in mind.
Each month, you're invited to join a live class with one of our Fiduciary Academy Coaches. Register for our upcoming sessions and find all of the replays and resources from past classes below.
Upcoming Sessions
Employee Engagement & Financial Literacy
Tuesday, April 16th 2:00 pm CST
Employees are now more than ever are seeking financial education and advice. Having a well-structured path for your employees to engage with a trusted resource can have a dramatic impact on their lives. Over 80% of US Adults state that financial stress is negatively affecting their mental health. Check out our session outlining best practices for how you can bring a solution to help your employees thrive.
SPEAKERS
Building a Retirement
Plan Committee
Tuesday, May 21, 2:00 pm CST
Much of the management of your business's 401k plan falls on the shoulders of your retirement plan committee. Having the right people and the appropriate procedures in place to help them facilitate the retirement plan offerings for your employees is of utmost importance. Join our academy session to learn more about the roles and responsibilities of a retirement plan committee and the steps you can take to help set your committee up for success.
SPEAKERS
Employees are facing tremendous financial challenges. Is your company providing adequate support to unlock their future potential?
Having employees who cannot retire on time is an unfortunate but all too common scenario that impacts not only employee morale, health and productivity, but also the company’s bottom line. Retirement plans are an efficient way to encourage employees to save; however, when incorrectly managed on an outdated framework, they can be ineffective and a burden in terms of administration, liability and cost.
Investment advice is offered through OneDigital Investment Advisers, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisers and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.