Thought leadership resources for retirement plan sponsors.

A Guide to Climbing the Ladder to an Elite Retirement Plan

Every elite retirement plan has essentially the same DNA, the same elements that define the success of the program. Plans may be served by different recordkeeping providers, have different contribution levels, different investment philosophies, and the approach to employee education and communication may bear no resemblance from one plan to another. However, all elite retirement plans share an unbreakable foundation and an empowered approach to prioritizing the needs of participants.

COVID-19 Fiduciary Resource Center

In an effort to help retirement plan sponsors navigate the changes related to COVID-19 and the CARES Act as it applies to retirement plan benefits, we have created a resource library with materials to assist in navigating this evolving landscape.

Webinars

Webinar Recording: A Focus on Tax-exempt Organizations: 457(f) & 457(b) Plans

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.

Webinars

Webinar Recording: Environmental, Social, and Governance (ESG) Aware Investments

Are you thinking about adding an ESG fund to your retirement plan's investment menu, already have one, or trying to determine if these types of investments might be right for your organization? This webinar delves into the world of ESG funds covering sustainable investing fundamentals; the investment case for / and against ESG; approaches to implementing, fiduciary responsibility and ESG funds, and the DOL history on ESG funds.

Webinars

Webinar Recording: Recent ERISA Litigation and Decisions: Updates and Takeaways for Plan Sponsors

Watch this webinar recording for an observation of the developments in ERISA litigation over the last year and a discussion of what plan sponsors should take away from each decision or settlement.

White Papers

Fact Sheet: The SECURE Act – Lifetime Income Provisions

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and contains provisions that seek to expand access to lifetime income within retirement plans. Review those provisions in our fact sheet.

Webinars

Webinar Recording: Financial Markets Check-in Amid Coronavirus Market Mayhem

Watch our short financial markets update focused on what plan sponsors need to know.

Webinars

Audiocast Recording : A Review of the CARES Act: Defined Contribution Plan Provisions

During this audiocast, our team walks plan sponsors through the provisions of the new CARES Act affecting employer-sponsored retirement plans.

Webinars

Audiocast Recording : Navigating Employee Benefits in an Evolving COVID-19 Pandemic

Listen to this joint audiocast with Faegre Drinker for a discussion on navigating employee benefits in an evolving COVID-19 pandemic.

Webinars

Webinar Recording: The Impact of COVID-19 on your Retirement Plan

This webinar is focused on what retirement plan sponsors need to know about COVID's impact on retirement plans.

Webinars

Webinar Recording: The Importance of Prudently Monitoring Target Date Funds

Whether target date funds are already a part of your plan lineup or you're considering adding them, careful evaluation and review are critical to your responsibility as a plan fiduciary. Watch this webinar for insight into how to build a process for evaluating your plan's target date funds.

Resources

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