Fiduciary Training for Employers and HR Professionals

Upcoming Webinar:

Leglislative & Compliance Update

Join us to discuss the major changes this year for employers and their employees. Topics include SECURE Act 2.0, ESG Investing, Compliance Deadlines to be aware of, proposed changes to the DOL’s VFCP, and updated contribution limits for 2023.This event is approved for 1 hour of SHRM recertification credit. You must register for the event to recieve the credit.

Video:

Collective Investment Trust 101

Join us to discuss the major changes this year for employers and their employees. Topics include SECURE Act 2.0, ESG Investing, Compliance Deadlines to be aware of, proposed changes to the DOL’s VFCP, and updated contribution limits for 2023.

Video:

Promoting Retirement Plan Success

In this webinar, Anderson Financial discusses best practices for improving participant outcomes with thoughtful plan design.

This event was approved for 1 hour of SHRM recertification credit. Please email hello@afplans.com if you did not receive credit following the event.

Video:

Promoting Retirement Plan Success

In this webinar, Anderson Financial discusses the Difference Between Mutual Funds and Collective Investment Trusts.

Scroll to Top
Scroll to Top