In this webinar, members of our Vendor Services and Techincal Services Committees discuss the top 5 trends we feel are impacting DC plan sponsors today.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
This Fiduciary Training webinar focuses on what committees need to understand about their fiduciary duties as it related to the investments in their retirement plan.
This Fiduciary Training webinar focuses on understanding the fiduciary requirements as it related to hiring a service provider for your retirement plan. This presentation is part of our L2 Fiduciary Training.
Members of our Technical Services Committee conducted a round table discussion covering the legislative, regulatory, and litigation changes affecting retirement plans in 2021. We cover topics including the updated SECURE Act provisions, the DOL's lost and missing participant guidance (+ more cybersecurity and ESG updates), an update on the fee litigation cases this past year + much more.
Interested in learning more about how 457 plans work? This webinar compares and contrasts 457(b) and 457(f) plans for tax-exempt entities, reviewing the application of ERISA, eligibility, contributions, distributions, the security of assets, taxation of benefits, and more.
During this webinar, we cover the financial wellness themes within our industry today as well as what plan sponsors need to know as they consider adding new financial wellness benefits to their overall employee benefits packages.
Our consulting team met recently to discuss what we learned as an organization during the last 14 months and about our clients coming out of the pandemic. We want to share our discussion with you and hear from plan sponsors on their thoughts for the future of their retirement plans.
Watch this webinar recording for a review of the results of our annual retirement plan fee benchmarking report.
During this webinar, we cover the the reasons for fund mapping, the DOL guidance on fund mapping, and three common fund mapping strategies + more
This webinar focuses on the documentation plan fiduciaries need to maintain in their records. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.