The Program periodically offers webcasts of topical participant and plan administrator education seminars. Each seminar lasts about an hour, and new seminars are generally held on a quarterly basis. Check this section of the website to see the webinars we’ve added from time to time.
Investment Menu Changes are Coming in September 2018!
Details on investment menu changes were presented by the ABA Retirement Funds Program team, including Mercer, the investment fiduciary. If you missed the live webcasts, listen to the recorded presentation today.
Web Tools and Services
Please click here to view our recent webcast outlining our website tools and resources.
Your Retirement Blueprint: The Six Areas of Financial Planning
Based on the seven-part series that ran in Perspectives, this web-based resource encompasses the basics you need to know to plan a successful retirement, as well as Program resources like calculators and webinars that can help you.
Are you retirement ready?
If you plan to retire within the next 10-15 years or want to learn more about retirement, this e-Seminar covers a series of topics, including setting a retirement goal, reviewing your benefits and assets, evaluating your insurance needs, distribution options and other important information. The e-Seminar is designed to provide you with the knowledge to help you assess your retirement preparedness and help you take action. Various retirement resources and tools will also be presented to help you prepare for your life after work.
This e-Seminar is for participants at or nearing age 70 ½ who wish to review the RMD rules and how the Program will assist you in meeting these requirements.
Please click here to view the most recent Voya webcast.
This presentation focuses on the steps necessary to enroll in a plan through the ABA Retirement Funds Program, including how the Program works, as well as the features, benefits and investments offered by the Program.
Planning on retiring in the next 10 to 15 years? Now’s the time to make every move count.
Be sure to read 5 Steps to Get Retirement Ready.
Retirement goal setting;
Establishing a drawdown strategy for your retirement assets;
Ensuring your health and wellness and preparing for the unexpected;
Estate planning; and
Envisioning your retirement lifestyle.
Be sure to read 5 Steps to Get Retirement Ready. It lays out a course of action you might want to consider taking as you wrap-up your career and get ready to enjoy the results of your hard work and careful planning, including:
Learn more about how to access and use Online Advice or work one-on-one with an Investment Advisor Representative through the Professional Management service.
For Plan Administrators
UPDATED! Form 5500
We explain what a Form 5500 is, how to obtain your filing credentials from the Department of Labor and then go over filing the Form.
Administering Your Firm’s Retirement Plan Best Practices
Administering your firm’s retirement plan, one of many important responsibilities you have, can be a complex and time consuming aspect of your job. The firm may look to you to understand your plan’s provisions, fee structure and operational requirements. All of this within a backdrop that usually includes multiple providers and ever-changing governmental regulations. Join this session to explore some of the best practices implemented by the ABA Retirement Funds Program.
NEW! Compliance Testing Webinar
Want to learn more about compliance testing as it pertains to your retirement plan? We explain it all in order to prepare you for the upcoming testing season for calendar-year plans.
Learn more about how forfeitures occur, using the forfeiture reserve account and how the forfeiture account is invested.
Sponsor Web is the Program’s online suite of administrative tools: Plan Access, Payroll/Administration and Reporting. We’ll walk you through the unique aspects of each tool and provide you with the information you need to apply for Sponsor Web access, if you haven’t already done so.