Elevate your plan reviews – ideas for any plan size - Live

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19 Jan

Elevate your plan reviews – ideas for any plan size - Live

Elevate your plan reviews – ideas for any plan size - Live

Monday, January 19, 2026 (12:00 AM) to Thursday, July 30, 2026 (11:59 PM)
1 PDCs
Provider: Broker Educational Sales & Training, INC
Course Name: Elevate your plan reviews – ideas for any plan size - Live

Speaker: Renee Grimm, Sally Holte, Pat Campbell
Program Type: Videoconferences, webcasts, audiocasts, podcasts, eBooks, self-directed E-Learning
Registration URL: http:// https://event.capitalgroup.com/b7aba404-0e62-4a9c-ad2b-42a9784716dd-RPWebinar/

Email Details

• Learn how annual reviews function to help improve retirement plans. • Understand benchmarking and how to approach plan design conversations around it. • Recognize the value of helping plan sponsors educate and communicate effectively with participants. • Learn how new client intake assessments work serve as a foundation for effective plan reviews.

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Retirement plans benefit from the annual review process. Learn how to establish benchmarks, structure conversations with plan sponsors and use your reviews to help optimize the performance of your plan.