In this webinar, members of our Vendor Services and Techincal Services Committees discuss the top 5 trends we feel are impacting DC plan sponsors today.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
This Fiduciary Training webinar focuses on what committees need to understand about their fiduciary duties as it related to the investments in their retirement plan.
This Fiduciary Training webinar focuses on understanding the fiduciary requirements as it related to hiring a service provider for your retirement plan. This presentation is part of our L2 Fiduciary Training.
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.
Each committee should establish a fundamental set of beliefs relative to the construction of an investment menu. To learn more about the work we have done to review our clients' investment positions and menu design, download our investment menu review case study.
We partnered with a new client in 2017 to complete a detailed review of their retirement plans. The goal was to improve investment performance, reduce plan expenses and improve participant outcomes.
A focus on the legislative, regulatory, and litigation developments affecting retirement plans this year.
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.
Download our guide to help understand what the Employee Retirement Income Security Act (ERISA) (and similar state laws) requires for retirement plans, how committees have typically functioned, and how committees will need to function to be successful and sustaining for years to come.
We believe there are six areas where recordkeeping vendors have tried to monetize their relationship with retirement plans. This plan sponsor guide focuses on the fourth way of generating excess revenue –cross-selling retail financial products. For plan sponsors, it is important to understand how recordkeepers cross-sell retail financial products and what the plan sponsor’s obligation is to reduce or eliminate such cross-selling.