Resources

Thought leadership with plan fiduciary education in mind

Webinar Recording: Demystifying ESG: Help for Plan Sponsors Considering ESG Investments for their Plan
Webinars

Webinar Recording: Demystifying ESG: Help for Plan Sponsors Considering ESG Investments for their Plan

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.

Webinar Recording: Don't Forget the Disclosures: What's Required to Keep Plan Participants & Beneficiaries Informed
Webinars

Webinar Recording: Don't Forget the Disclosures: What's Required to Keep Plan Participants & Beneficiaries Informed

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.

Retirement Plan Fee Benchmarking Case Study
Case Studies

Retirement Plan Fee Benchmarking Case Study

The challenges facing 401(k) and 403(b) retirement plan sponsors to ensure the fees associated with their retirement plan are reasonable in light of the services rendered can seem daunting. It's a balancing act requiring a diligent vendor monitoring program. An example of the work we do to assist our clients in this fiduciary duty is outlined in this case study focused on fee benchmarking.