Resources

Thought leadership with plan fiduciary education in mind

Upcoming Webinar: Managing Fiduciary Risk: Fact, Fiction, and What May Be Next
Webinars

Upcoming Webinar: Managing Fiduciary Risk: Fact, Fiction, and What May Be Next

Join members of Multnomah Group, the Faegre Drinker benefits and executive compensation team, and Euclid Fiduciary for a timely discussion on 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.

Webinar Recording: Retirement Plan Regulatory Update 2.0
Webinars

Webinar Recording: Retirement Plan Regulatory Update 2.0

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.

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.