Gain a comprehensive understanding of the evolving landscape of retirement plans and the potential risks and conflicts associated with the "retailification" trend. Learn how to manage and mitigate these conflicts to ensure the best outcomes for plan participants.
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.
This year's annual Regulatory Update has significantly shifted from regulation to litigation. The last two publications focused largely on SECURE 2.0 provisions and their impact on retirement plans. SECURE 2.0 remains an active topic in our industry, as many mandatory and optional provisions continue to take effect. However, the litigation focused on plan sponsors and governmental agencies has taken the spotlight.
Multnomah Group reviewed our client, a large, well-known public higher education system that requested assistance in developing and implementing a new target date fund suite for its plan participants. This case study explains our process to find our client a satisfactory target date fund series.
Transitioning your retirement plan from one recordkeeper to another can be a complex and significant undertaking. In this guide, we will walk you through how to navigate the challenges of such transitions while offering best practices to ensure a seamless experience for both plan sponsors and participants.
This case study discusses the work we did for a small hospitality company whose retirement plan was being serviced by its payroll provider. The company was starting to feel frustrated with its plan operations.
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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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.
This guide seeks to describe, in simplified terms, the practices of effective and efficient retirement plan committees.
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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.