Join us on Wednesday, September 25 at 10 am as we delve into the different fee allocations models and how to determine the right path for your retirement plan.
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.
Plan documents, fee disclosures, annual reports - these documents (and more) are all required participants 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?
The DOL allows fiduciaries to hire service providers to handle fiduciary functions where the committee lacks expertise. During this webinar, we discuss a section of our Fiduciary Training Program focused on service providers and their fees.
During this webinar, we discuss the five areas where we feel recordkeeping vendors have tried to monetize their relationship with retirement plans: Proprietary investment management, Managed accounts, IRA rollovers, Cross-selling retail financial products, and Annuitization.
Are you comfortable getting into the weeds as it relates to the day-to-day operations of your defined contribution retirement plan? If not, then this is the webinar for you!
Cases against 403(b) plans have been in the headlines since 2016 and will continue to be a story in 2019. This webinar can help you design your prudent process using lessons learned from these cases, and much more.
Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Uur âFiduciary Fundamentalsâ webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.
This webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.
Keeping up with the legislative landscape impacting retirement plans has been a full-time job during 2018. If you are a member of the retirement plan committee, but itĂĆĂ¢Ă¢ââŹĹĄĂÂŹĂ¢ââŹĹžĂ¢s not your full-time job, then this webinar is for you.
Our webinar, "Understanding Fees Found in Retirement Plans" on delves into the abyss that is retirement plan fees and help plan sponsors navigate their way to a better understanding of their plan's fees.