Plan Sponsors

Plan Sponsor Education: Webinars

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The retirement landscape is constantly evolving; creating many challenges for plan sponsors. Look to our interactive webinar series for timely insights to help you fulfill your fiduciary responsibilities, enhance your plan administration and engage your employees.

Be sure to bookmark this page and check it often. We closely monitor retirement plan trends and regulations and new webinars are added regularly to keep you up-to-date on the latest developments.


Fee Disclosure Webinar Series

  July 13, 2017

 2 - 3 P.M. ET

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This live webinar will review the DOL regulations and focus on step-by-step instructions and show you how Disclosure Assist transforms the annual participant disclosure process into specific tasks for ERISA Plan Sponsors that are supported by multiple service providers.

  July 19, 2017

 2 - 3 P.M. ET

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This live webinar will review the DOL regulations and focus on step-by-step instructions and show you how Disclosure Assist transforms the annual participant disclosure process into specific tasks for ERISA Plan Sponsors where TIAA is your exclusive service provider.

PlanFocus Webinar Series

  September 13, 2017

 2 - 3 P.M. ET

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Exploring Reporting on PlanFocus

Zoom in on how PlanFocus’s flexible and comprehensive reporting capabilities enable you to create and deliver reports to meet your needs.

  October 04, 2017

 2 - 3 P.M. ET

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Exploring Reporting on PlanFocus

Zoom in on how PlanFocus’s flexible and comprehensive reporting capabilities enable you to create and deliver reports to meet your needs.

  November 29, 2017

 2 - 3 P.M. ET

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Exploring Reporting on PlanFocus

Zoom in on how PlanFocus’s flexible and comprehensive reporting capabilities enable you to create and deliver reports to meet your needs.

  December 06, 2017

 2 - 3 P.M. ET

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Managing your PlanFocus users

This webinar will walk you through the site user management features and show you how to secure sensitive plan and participant data by controlling the level of access of your site users.

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