Resources

Thought leadership with plan fiduciary education in mind

Webinar Recording: 2021 Regulatory Roundtable - Top of Mind Regulatory, Legislative, and Litigation Updates
Webinars

Webinar Recording: 2021 Regulatory Roundtable - Top of Mind Regulatory, Legislative, and Litigation Updates

Members of our Technical Services Committee conducted a round table discussion covering the legislative, regulatory, and litigation changes affecting retirement plans in 2021. We cover topics including the updated SECURE Act provisions, the DOL's lost and missing participant guidance (+ more cybersecurity and ESG updates), an update on the fee litigation cases this past year + much more.

Webinar Recording: Best Practices in Fiduciary Governance
Webinars

Webinar Recording: Best Practices in Fiduciary Governance

Did you know that the DOL requires employers to educate retirement plan committee members on their roles and responsibilities? Recent litigation and audit activity from the Department of Labor has highlighted the challenges for employers without adequate governance and oversight. Well-run retirement plans nearly universally have the input, support, and decision-making of an entire committee with rules dictated by and accountability to the employer.