Join us on Wednesday, September 25 at 10 am as we delve into the different fee allocations models and how to determine the right path for your retirement plan.
Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Recent litigation and audit activity from the Department of Labor has highlighted the challenges for employers without adequate governance and oversight. Well-run retirement plans nearly universally have the input, support, and decision-making of an entire committee with rules dictated by and accountability to the employer.
Plan documents, fee disclosures, annual reports - these documents (and more) are all required participants notices as directed by ERISA. Do you know how you should deliver these notices or if you can hire an outside provider to help you engage your participants?
The DOL allows fiduciaries to hire service providers to handle fiduciary functions where the committee lacks expertise. During this webinar, we discuss a section of our Fiduciary Training Program focused on service providers and their fees.
During this webinar, we discuss the five areas where we feel recordkeeping vendors have tried to monetize their relationship with retirement plans: Proprietary investment management, Managed accounts, IRA rollovers, Cross-selling retail financial products, and Annuitization.
Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.
Are you comfortable getting into the weeds as it relates to the day-to-day operations of your defined contribution retirement plan? If not, then this is the webinar for you!
Cases against 403(b) plans have been in the headlines since 2016 and will continue to be a story in 2019. This webinar can help you design your prudent process using lessons learned from these cases, and much more.
Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Uur âFiduciary Fundamentalsâ webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.
In this paper, our investment analysts delve into how Multnomah Group conducts the investment manager due diligence that underlies our actively-managed fund recommendations. We cover how we construct actively-managed investment menus and evaluate investment management teams, philosophy and process, and portfolio construction and risk controls.