ASAE Retirement Trust

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Education and Insights

Upcoming LIVE Events


Are You Aware of your 401(k) Liability?

October 24, 2017 12:00 PM EDT
Insight Luncheon & Education Presentation
J.W. Marriott Jr. ASAE Conference Center
1575 I Street, NW Washington, DC 20005
CAE Credits: 1

Association 401(k) Decision Makers and Administrators, join us for a complimentary luncheon and, while you eat, gain valuable insights from 401(k) plan experts Daryl S. Brockman, AIF and Keith P. Brockman, AIF, who assist associations in improving their retirement plans by focusing on enhanced plan designs. Learn about and discuss retirement plan and savings risks and what you can do about it.

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401(k) Committee Best Practices

November 9, 2017 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

Many association and nonprofit 401(k) plan sponsors are unaware that they need to establish and maintain a high-functioning 401(k) committee. In this webinar, the second installment in the “Ask the 401(k) Professionals” series, plan sponsors will glean the key information and best practices they need to carry out this important responsibility.

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Best Practices for 401(k) Participant Education

January 12, 2018 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

Retirement plan education that sticks and moves the needle toward better retirement readiness—that’s the goal right? Unfortunately, all too often participant education efforts fall short. In this webinar, the third installment in the “Ask the 401(k) Professionals” series, sponsored by the ASAE Retirement Trust, you’ll learn what research has shown about retirement plan education models, and you’ll explore the impact behavioral finance has on retirement planning. A catalog of creative ideas, key insights, and best practices will be shared.

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Best Practices for Benchmarking 401(k) Plan Health

March 8, 2018 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

How do you know if your organization’s retirement plan is healthy and preparing participants effectively for retirement? During this webinar, the fourth installment in the “Ask the 401(k) Professionals” series, sponsored by the ASAE Retirement Trust, you will gain insights into using metrics like retirement readiness and outcome scores to assess the health and effectiveness of your organization’s 401(k) plan.

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Best Practices for 401(k) Plan Administration

May 10, 2018 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

Are you responsible for administering your organization’s 401(k) plan? If so, this webinar is for you. In the fifth installment in the “Ask the 401(k) Professionals” series, sponsored by the ASAE Retirement Trust, retirement plan experts will share best practices and key insights on plan administration. After this webinar, you will:

  • know what administrative activities are required of 401(k) plan sponsors and why
  • understand the timing of essential activities
  • take away practical ideas for ensuring all essential activities are accomplished effectively and on time.

Register Now


Ask the 401(k) Nerds

May 10, 2018 12:00 PM EDT
LIVE Webinar
CAE Credits: 1

Many employers that sponsor 401(k) retirement plans are unaware of current best practices for creating, administering, and monitoring a high-quality plan without exposing the organization to unnecessary risk. In this webinar, you’ll get an overview of best practices covered over the past year in the “Ask the 401(k) Professionals” webinar series, sponsored by the ASAE Retirement Trust. The floor will be open for questions. This is your chance to ask the experts.

After this session, you will:

  • have an overview of best practices for creating, administering, and monitoring a high-quality 401(k) plan
  • know about key 401(k) plan-related tasks and have concrete ideas for managing them
  • take away practical ideas for boosting your retirement plan success.

Register Now


On-Demand Webinars

View one of our recorded presentations on managing and monitoring retirement plans successfully. Or, if you are a retirement plan sponsor or adviser for an association and are looking to enhance your knowledge, skills and business, sign up for a live online workshop (above) led by experts in the 401(k) industry.  

401(k) Participant Readiness 101: Help your employees and boost everyone’s bottom line: Savvy employers understand that fostering retirement plan readiness is a key component of financial wellness, and a good business move. Watch this webinar learn more about retirement plan readiness, financial wellness, and why caring about these concepts can help your bottom line.

401(k) Investment Line-up 101: Thinking Beyond the Returns: Did you know you need to be a prudent professional when determining and monitoring your investment menu? During this webinar, we will cover key information on the creation and management of retirement plan investment line-ups and provide key information in these areas.

401(k) Fees 101: Know Your Fees; Manage Your Fees: Did you know plan sponsors have responsibilities related to the fees associated with the retirement plans they offer. What’s also true is that even small employers can face a lawsuit if they don’t attend to this important component of their retirement plan. Find out how to identify, understand, and manage your 401(k) plan fees.

401(k) Risks 101: Be Aware; Be Prepared: Are you and your organization at risk? In this webinar we cover fiduciary and retirement plan governance responsibilities and the inherent risk associated with these responsibilities. We will discuss the top two risk areas involved in offering a 401(k) plan to your employees and provide practical tips for risk management in these areas.

Don’t Be Asleep at the Switch: Engage in 401(k) Best Practice Approaches Now to Avoid Pitfalls Later: Learn the basics regarding fiduciary responsibilities and best practice approaches. If your organization offers a retirement plan and you have any role or responsibilities relative to selecting, administering, or monitoring that plan, this webinar is for you!