United States

Stages of retirement planning: Strategies to boost employee engagement


The retirement benefits that you offer your employees can be maximized at varying levels throughout their employment. Millennials approach retirement savings with a different lens than employees who are nearing retirement. Providing a retirement plan designed to meet the needs of all your employees can be achieved—as long as you have the right tools and perspective in place.

Join us on Aug. 22 when RSM US Wealth Management advisors will walk through the different stages of the retirement planning process and key areas employees should be considering when investing for their future.

Topics covered will include:

  • Retirement plan participant strategies—from first time savers to pre-retirement
  • Employer best practices to help encourage employees maximize their company’s contribution plan
  • Case study examples that illustrate the benefit of adopting education strategies that boost employee engagement


Joe Mattia


Brent Hulbert


Learning objectives
By the end of this webcast, participants will be able to identify retirement plan participant strategies and employ best practices to help encourage employees to maximize their company’s contribution plan.

CPE credit available
RSM US LLP is pleased to offer one CPE credit for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Personnel/HR | CPE: One credit

Wealth Management Services Disclosure

Any discussion of specific investment products is for illustrative purposes and is not a solicitation to purchase. Before investing in any mutual fund, investors should read about its risk, which are explained in detail in the fund’s prospectus.

Register for the webcast below

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Need immediate assistance?

To discuss how our team can help your business, contact us by phone 800.274.3978

Event details

Who should attend
Chief executive officers, chief financial executives, controllers, human resources and employee benefits professionals

Date and time
Thursday, Aug. 22, 2019
1 p.m. EDT | Noon CDT
60 minutes

CPE credit
One CPE credit will be issued to eligible participants


More information
Email us or call +1 800 274 3978