Pre-Recorded Training

Recorded Trainings Available via WebEx 

New! Making Investment Elections
(WebEx Recorded File)

This 27 minute presentation is designed for Investment Choice participants who want to learn more about their investment options.

Enrollment Presentation -  Your 401(k) Plan - A Plan for a Secure Retirement
(WebEx Recorded File)

Appropriate for new participants to the Investment Choice plan, this recording shows the ins and outs of a 401(k) plan.

Enrollment Presentation Now Available in Spanish!

About Roth 401(k): A Look at the "Why" and "Why Not" of Roth 
(WebEx Recorded File)

Review a recording of our recent WebEx Seminar on Roth 401(k) Plans. These new retirement plans have gotten a lot of attention in the press, but may not be advantageous for all NADART clients, and are not currently available to NADART Classic Plans.

Terminating Plan Participants with Balances Less than $1000
(WebEx Recorded File) Revised 10/2007

Some Plan Coordinators have expressed confusion about the best way to remove terminated employees from their plan records. Our Training Department has responded by preparing a quick (less than five minutes) presentation about terminating employees with less than a $1000 balance.

Terminating Plan Participants with Balances More than $1000
(WebEx Recorded File) Revised 10/2007

As a companion program to the recent training on terminating employeees with balances of less than $1000, our training department has prepared a brief presentation about terminating employees with more than a $1000 balance.

Submitting Payroll Deposits
(WebEx Recorded File) Revised 10/2007

Using NADART SafeLink to submit your plan contributions via Automatic Clearing House (ACH) technology can save you time. In less than eight minutes our pre-recorded training session will leave you fully prepared to take advantage of this convenient service.

 Modeling a Participant Loan on PlanWeb
(WebEx Recorded File) Revised 10/2007

Modeling a loan on PlanWeb doesn`t have to be a mystery. If one of your participants is considering taking a loan from their Investment Choice 401(k) plan, this less-than-six minute presentation is just what they need. . Please note that not all plans allow loans. Check with our Plan Information Center if you are unsure whether loans are available under your plan.

Chasing Lost Participants
(WebEx Recorded File) Revised 10/2007

Every organization seems to have at least one former employee who left without completing a NADART Benefit Request Form. Use this short online training program to learn the best way to remove these "lost" participants from your NADART plan records.

Requesting a Death Benefit
(WebEx Recorded File) Revised 10/2007

The death of a participant is a rare and difficult event. Many plan coordinators could use some guidance with the death benefit application process. This 7 minute program takes you through the process step-by-step.