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.
New Year New Markets
In this webinar, held on January 29, 2019, Mercer updates us on the state of the market for the new year with a review of 2018, a discussion about the recent market volatility and how it impacts retirement savings, as well as what we can look forward to in 2019.
Retirement Plan Enrollment Presentation
Please click here to view an educational presentation that explains the benefits and the many different features of the Program.
Web Tools and Services
Please click here to view our recent webcast outlining our website tools and resources.
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.
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.
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.
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.
For information on the features and benefits of the Program, including pricing, please call a Program representative at 800-826-8901.