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.
Our annual Regulatory Update webinar is geared toward helping plan sponsors stay ahead of the regulatory and legislative curve and ensure their retirement plans are compliant and optimized.
Transitioning your retirement plan from one recordkeeper to another can be a complicated process. To help you navigate this process smoothly, our consultant, Breion Rollins, presented a webinar designed to assist you in successfully managing the challenges of recordkeeper transitions.
Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group presented a joint webinar to help guide you through retirement plan service agreements.
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Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.
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Watch this insightful review of previous litigation cases and explore the essential fiduciary best practices that can be gleaned from them.
Watch this recording to enhance your understanding and approach to retirement plan management in the NFP sector with insights from experienced professionals working with plan sponsors like you.
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Cybersecurity is an increasingly serious issue across all industries, and recent data breaches have shown that benefit plans, sponsors, and service providers are not immune to threats. Questions we receive from plan sponsors include: What do we need to be aware of to stay vigilant in our policies and procedures? What should we do if we are aware of a breach? What can we expect if we receive a DOL audit? This webinar offers guidance regarding ERISA plan fiduciary responsibilities concerning privacy, data security, and data breaches.
Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2023.
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This webinar answered questions directly from plan sponsors! We covered topics ranging from high-dividend stocks, de-risking a retirement plan, SECURE 2.0 provisions, excessive fee suits, + much more!
This webinar is focused on helping plan sponsors navigate ESG investments in this current regulatory and political landscape.