2020 Webinar Series

Our webinar series focuses on various topics for advisors and plan sponsors. In just an hour TRA experts provide the information you need for  success!

Plan on joining us for the next webinar. And if you’re not able to attend – or would like a refresher – tune into a recorded session.

CUNA Webinar Series

    • Expanding an Effective Retirement Plan Brand - May 20, 2020

      Even the most successful plan advisors face a daunting challenge; how to remain relevant with clients and prospects against this landscape.

      If you want to know how you can tackle the challenges of creating and maintaining a compelling brand and how you can highlight your differentiators in the vast sea of sameness.

      Randy Fuss, Practice Management Consultant for CUNA and Registered Corporate Coach, will share ideas on how you can communicate your digital brand and message more effectively in this current environment where there is no in-person communication.

      You don’t want to miss out on this informative event!

      • Key takeaways from this program include:
      • Key Attributes of every effective brand
      • Building a impactful retirement plan brand
        Rethinking your retirement plan dialog

      To view the recorded webinar  CLICK HERE

VOYA Webinar Series

    • Recent Case Studies in Fiduciary Failures - June 3, 2020

      Why Plan Sponsors are Being Sued and the Importance of Process

      Join us as we take a close look at recent court decisions against plans and their providers for breach of fiduciary duty. The presentation offers several lessons highlighting the importance of having proper processes documented for fiduciary risk management and following the plan’s Investment Policy Statement.

      Key takeaways from this program include:

      • An overview of recent class-action lawsuits
      • What we learned from each lawsuit
      • An action plan for plan sponsors

      Eligible attendees may obtain SHRM, HRCI, CEBS, CPA, C(k)P, AIF, CFP®, CIMA®, CPFA, ARPC/ARPS, CPWA®, CRPCSM, CRPSSM, CRC® continuing education credit for attending the session.

      To view the recorded webinar  CLICK HERE