Resources for Employers and HR Professionals

Webinars and Events

Upcoming Webinar:

How to Run a Successul Retirement Plan

Join us to learn what a successful retirement plan looks like and how you can change yours for the betterment of your employees.

This event is approved for 1 hour of SHRM recertification credit. You must register and attend the event to recieve credit.

Video Library

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 the Difference Between Mutual Funds and Collective Investment Trusts.

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