MJ Retirement Employer Resources

We offer our clients access to a variety of different seminars, webinars, and other opportunities to learn and grow. Check out our current trainings.

Check out our training videos

Plan Sponsor Education: Fiduciary Basics

WHAT WE’LL COVER
  • What does it mean to be a fiduciary?
  • What are your duties as a fiduciary?
  • Gain insight and learn the global framework to avoid and navigate conflicts of interest.
VIEW WEBINAR

Plan Sponsor Education: Investment Basics

WHAT WE’LL COVER
  • What is the modern portfolio theory?
  • Understand the key difference between equity investment styles and fix income investment styles.
  • How to measure investment performance.
View Webinar

Plan Sponsor Education: Fees and Expenses

WHAT WE’LL COVER
  • What are the fees and expenses tied to retirement plans?
  • The different methods to allocate fees
  • How to calculate the cost of a retirement plan and the various components to take into account.
VIEW Webinar

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