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Video Library

You can navigate the Playlist below by clicking on the top left corner of the video.

We offer a variety of Participant Educational Videos to help you better understand the fundamentals of retirement. We also provide you with various tutorials on how to navigate your online retirement account.

Employee Education - Playlist

  1. Online Distributions - Tutorial
  2. Online Enrollment
  3. Web Clinic Series - BALANCE
  4. Difference Between Traditional and Roth IRA
  5. Account Statements
  6. How To Rebalance Your Account
  7. MyRetirement - Tutorial

Employer - Playlist

  1. Plan Sponsor Website - Introduction
  2. Approving Distributions & Loans
  3. Web Clinic - Cafeteria Plans Overview
  4. Web Clinic - New Participant Website
  5. Web Clinic - Annual Information Update
  6. Enrollment Meetings
  7. Conversion Timeline
  8. Year End Data Collection

Advisor - Playlist

  1. What is an Investment Policy Statement?
  2. Investment Committee Meetings
  3. ERISA Section 404(c)
  4. ERISA Section 3(21) vs 3(38)
  5. How to do an Enrollment Meeting
  6. Conversion Timeline
  7. Plan Implementation Questionnaire