Join us for a Fiduciary Training presentation focused on DC retirement plan operations. The Department of Labor requires employers to educate committee members on their roles and responsibilities, and our Fiduciary Training Program covers all aspects of fiduciary duty.
This Guide explores fiduciary obligations under the ERISA, the role of the investment fiduciary under ERISA Section 404, and how some advisors’ actions are now being challenged as unlawful in class action litigation.
This guide begins with a look at why conducting a 401(k) or 403(b) recording keeping vendor search may be necessary to satisfy several of a plan sponsor's fiduciary duties under ERISA, followed by a discussion of the numerous practical benefits that result from a thorough vendor search.
A plan sponsor resource breaking down SECURE 2.0 by effective date.
Multnomah Group, the Faegre Drinker benefits and executive compensation team, and Euclid Fiduciary discuss managing risk for retirement plan fiduciaries. As 401(k)/403(b) fee class actions continue, plan fiduciaries need to understand their responsibilities and steps they can take to prevent or mitigate fiduciary liability.
2022 ended with a lot of activity around retirement plan regulation. The Department of Labor issued its final rules related to the use of Environmental, Social and Governance (ESG) considerations for retirement plan investment options. In addition, SECURE 2.0 was signed into law on December 29. Watch our webinar recording for an update on these substantive changes and their impact on retirement plans.
As participant demand for sustainable investment options grows and Department of Labor regulations struggle to catch up, plan sponsors are caught in the middle. For plan sponsors, the starting point hasn’t really changed at all. Sponsors’ primary investment duty under ERISA is to act in the best interest of plan participants and beneficiaries – and accounting for ESG considerations fits under that mandate.
Our annual Regulatory Update provides an overview of current legal and legislative events impacting the retirement plan and investment industry.
Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2022.
Plan documents, fee disclosures, annual reports - these documents (and more) are all required participant 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? We cover these questions, and more in this installment of our Fiduciary Training Program focused on employee engagement and required notices.
This webinar is focused on addressing the current and future landscape of lifetime income solutions in hopes we can help plan sponsors understand what is a good decision for their retirement plan.