Thought leadership resources for retirement plan sponsors.

Webinar Recording: Demystifying ESG: Help for Plan Sponsors Considering ESG Investments for their Plan

As participant demand for sustainable investment options grows and Department of Labor regulations struggle to catch up, plan sponsors are caught in the middle. For plan sponsors, the starting point hasnÂ??????Â??t really changed at all. SponsorsÂ??????Â?? primary investment duty under ERISA is to act in the best interest of plan participants and beneficiaries Â??????Â?? and accounting for ESG considerations fits under that mandate.

Webinars

Webinar Recording: 2022 Retirement Plan Regulatory Update

Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2022.

Webinars

Webinar Recording: Don't Forget the Disclosures: What's Required to Keep Plan Participants & Beneficiaries Informed

Plan documents, fee disclosures, annual reports - these documents (and more) are all required participant 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 cover these questions, and more in this installment of our Fiduciary Training Program focused on employee engagement and required notices.

Webinars

Webinar Recording: The Future of In-plan Lifetime Income Options

This webinar is focused on addressing the current and future landscape of lifetime income solutions in hopes we can help plan sponsors understand what is a good decision for their retirement plan.

Webinars

Webinar Recording: What Plan Sponsors Need to Know: Providers and SOC Reports

During this webcast, cohosted by Moss Adams, we provided context on SOC (System and Organization Controls) examinations, also known as SOC audits.

Webinars

Webinar Recording: 5 Retirement Plan Trends Affecting DC Plan Sponsors Today

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.

Webinars

Webinar Recording: Breaking Down Recordkeeping Vendor Searches: The Basics, Benefits & Best Practices

This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!

Webinars

Webinar Recording: Fiduciary Investment Fundamentals

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.

Webinars

Webinar Recording: Understanding Fiduciary Duty - Hiring a Service Provider

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.

Webinars

Webinar Recording: Tax-exempt Organizations & 457(f) and 457(b) Plans

Interested in learning more about how 457 plans work? This webinar compares and contrasts 457(b) and 457(f) plans for tax-exempt entities, reviewing the application of ERISA, eligibility, contributions, distributions, the security of assets, taxation of benefits, and more.

Webinars

Webinar Recording: Fund Mapping - The Why and How of this Fiduciary Action

During this webinar, we cover the the reasons for fund mapping, the DOL guidance on fund mapping, and three common fund mapping strategies + more

Resources

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