Thought leadership resources for retirement plan sponsors.

Upcoming Webinar: Don't Forget the Disclosures

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? We will cover these questions and more in the next installment of our Fiduciary Training Program focused on employee engagement and required notices.

Webinars

Webinar Recording: Understanding Fiduciary Duty: Hiring a Service Provider

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.

Webinars

Webinar Recording: Recordkeeping Fee Compression

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.

Webinars

Webinar Recording: It’s Almost Spring: Time to Get into the Weeds of DC Plan Operations

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!

Webinars

Webinar Recording: Recent Developments in 403(b) Plan Litigation

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.

Webinars

Webinar Recording: Fiduciary Fundamentals

Are you a retirement plan fiduciary? Do you understand what it means to be an ERISA fiduciary and the associated responsibilities? Uur “Fiduciary Fundamentals” webinar shares a piece of our Fiduciary Training Program focused on exploring and understanding fiduciary responsibilities.

Webinars

Webinar Recording: Investment Fundamentals: Committee Member Responsibilities

This webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.

Webinars

Webinar Recording: Save Time & Manage Risk by Understanding Legislation, Litigation & Regulation Impacting Retirement Plans

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 itÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢s not your full-time job, then this webinar is for you.

Webinars

Understanding Fees Found in Retirement Plans

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.

Webinars

Why Your Retirement Plan Doesn't Work

Our webinar "Why Your Plan Doesn't Work" explores the reasons participant-directed defined contribution retirement plans fail and how to fix them.

Webinars

Tips and Takeaways for Maintaining Your Retirement Plan Document

Listen in to our audiocast "Tips and Takeaways for Maintaining Your Retirement Plan Document" as Summer Conley, partner at Drinker Biddle, and Bonnie Treichel, senior consultant at Multnomah Group, discuss common problem areas plan sponsors encounter with their plan documents.

Resources

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