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6 Webinars Every Retirement Plan Professional Should Watch

February 03, 2017
A recent study showed that over 60% of marketers are using webinars as a part of their content marketing program. Therefore, there is a good chance that you will be watching a webinar sometime soon. Here are some of the best retirement industry webinars that you need to be watching:
1. The American Society of Pension Professionals & Actuaries (ASPPA)


Education is one of ASPPA's most important components, and their webinars are a way they provide continuing education to their members and the industry as a whole.

Their webinars include industry updates as well as technical sessions. Even if you are unable to watch a webinar live, you are still able to register for the recorded version and receive your continuing education credit.

2. fi360


fi360's webinars are geared toward investment advisors and recordkeepers.

Their webinars address recent industry developments or specific topics related to fiduciary responsibility. They provide opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.

Webinars offer continuing education credits (CEs) the AIF®, AIFA®,  PPC™, and CFP® Certifications.

Read also: The Benefits of Receiving the AIFA Designation

3. The Internal Revenue Service (IRS)irs-logo
The IRS offers a separate series of webinars for plan sponsors and employees, service providers and practitioners, and retirement plan participants.
Their webinars are free and include topics such as:
  • Retirement Plan basics
  • Forms 5500 and 5558 Filing Tips
  • Self-Correcting Plan Mistakes
  • Tips to Maintain Your Plan
4. Fidelity

Fidelity provides a large number of webinars that provide professionals with a review of key trends and insights in the defined contribution market.

Their webinar topics include:

  • Traditional investment options for retirement plans
    • Stocks
    • Bonds
    • Mutual Funds
    • Exchange traded funds
  • Equities
  • Global Investing
  • Sector Investing
  • Market Outlook
  • Asset Allocation
5. T. Rowe Price

T. Rowe Price's Advisor Blueprint Series of webinars features ERISA attorney Pam O'Rourke. The Advisor Blueprint Series delivers tools and data-driven strategies to help redefine and demonstrate your value and stay top-of-mind with clients and prospects.

The series covers topics that will give you the tools to:

  • Adapt to current and future changes within the industry
  • Build stronger relationships with clients and prospects
  • Discover what’s working for other advisors
  • Win and retain business
6. Fred Reish
Fred Reish is a leading ERISA attorney in the retirement plan industry whose webinars cater to retirement plan professionals looking for a review on regulatory changes.
Listening to recordings of his "Inside the Beltway" series is an excellent way to stay caught up on developments in Washington that directly impact our industry.
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