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Get up to speed on critical topics in webinars designed just for you

We’ve designed several webinars to help you feel confident engaging with our new platform. Access past webinar recordings below.

Access past webinar recordings

Financial Professional Webinar on the Investment Solutions Builder transition
Audience: Financial Professionals
Date: December 18, 2023 at 12:30 p.m. EST
 
 
Plan Sponsor Webinar on Understanding eCompliance
Audience: Plan Sponsors
Date: December 18, 2023 at 2:00 p.m. EST
 
 
Plan Sponsor Webinar on Online Enrollment
Audience: Plan Sponsors
Date: December 12, 2023 at 9:00 a.m. and 4:00 p.m. EST
 
 
Plan Sponsor Webinar on Distributions and Loans
Audience: Plan Sponsors
Date: December 5, 2023 at 9:00 a.m. and 4:00 p.m. EST
Financial Professional Webinar on Online Enrollment
Audience: Financial Professionals
Date: November 28, 2023 at 10:30 a.m. EST and November 29, 2023 at 4:00 p.m. EST

Plan Sponsor Webinar on the New Login Process & Key System Features
Audience: Plan Sponsors
Date: November 9, 2023 at 9:00 a.m. EST and November 10, 2023 at 12:00 p.m. EST

Firm Transition Announcement Webinar Recording
Topic: Webinar providing advance notice of transition date and communications plans
Audience: Firm partners
Date sent: 9/27/23
Action/Awareness: Create awareness with firm partners of the date and upcoming communications
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Contact our Financial Professional Service Team
Still have questions about the transition? Call us at 1-800-626-3112.