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.
Transitioning your retirement plan from one recordkeeper to another can be a complicated process. To help you navigate this process smoothly, our consultant, Breion Rollins, presented a webinar designed to assist you in successfully managing the challenges of recordkeeper transitions.
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.
.png?height=400&name=Fee%20benchmarking%20email%20header%20(2).png)
Each year, we gather fee data from the different providers our clients utilize as recordkeepers for their plan(s). We compile the information and produce a report outlining the fees paid for recordkeeping the plan and benchmark those fees against peer group ranges.
.jpg?height=400&name=Slide-1%20(48).jpg)
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.
.jpg?height=400&name=Slide-2%20(16).jpg)
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.
Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2023.
.jpg?height=400&name=Slide-2-copy-1%20(6).jpg)
This webinar answered questions directly from plan sponsors! We covered topics ranging from high-dividend stocks, de-risking a retirement plan, SECURE 2.0 provisions, excessive fee suits, + much more!
This webinar is focused on helping plan sponsors navigate ESG investments in this current regulatory and political landscape.
Multnomah Group, the Faegre Drinker benefits and executive compensation team, and Euclid Fiduciary discuss managing risk for retirement plan fiduciaries. As 401(k)/403(b) fee class actions continue, plan fiduciaries need to understand their responsibilities and steps they can take to prevent or mitigate fiduciary liability.
2022 ended with a lot of activity around retirement plan regulation. The Department of Labor issued its final rules related to the use of Environmental, Social and Governance (ESG) considerations for retirement plan investment options. In addition, SECURE 2.0 was signed into law on December 29. Watch our webinar recording for an update on these substantive changes and their impact on retirement plans.
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.
Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2022.
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.
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.
During this webcast, cohosted by Moss Adams, we provided context on SOC (System and Organization Controls) examinations, also known as SOC audits.
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.
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.
During this webinar, we cover the the reasons for fund mapping, the DOL guidance on fund mapping, and three common fund mapping strategies + more
This webinar focuses on the documentation plan fiduciaries need to maintain in their records. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries.
Hear from members of our Vendor Services Committee as they walk through why understanding the ways recordkeeping vendors try to monetize their relationship with your plan is essential in identifying any possible conflicts of interest with your plan's service providers.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
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.
Watch this webinar recording for an observation of the developments in ERISA litigation over the last year and a discussion of what plan sponsors should take away from each decision or settlement.
During this audiocast, our team walks plan sponsors through the provisions of the new CARES Act affecting employer-sponsored retirement plans.
Listen to this joint audiocast with Faegre Drinker for a discussion on navigating employee benefits in an evolving COVID-19 pandemic.
Whether target date funds are already a part of your plan lineup or you're considering adding them, careful evaluation and review are critical to your responsibility as a plan fiduciary. Watch this webinar for insight into how to build a process for evaluating your plan's target date funds.
Do you understand what the SECURE Act means for your defined contribution retirement plan specifically? Watch our webinar recording for a look into the provisions of the Act and how it impacts your plan.
During this webinar, we discuss how employers are exploring innovative ways to integrate emergency savings and student loan debt repayment with their retirement benefit programs.
This webinar delves 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.
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.
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? Our "Fiduciary Fundamentals" 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 it?Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â?????????Â???????Â??????Â???ÂÂ?????Â????????Â????????Â????????Â???????Â??????Â?????ÂÂ?????Â???????Â??????Â???Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????Â????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â??Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â?????????Â???????Â??????Â???ÂÂ?????Â????????Â????????Â????????Â???????Â??????Â?????ÂÂ?????Â???????Â??????Â???Â????????Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â??Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â??Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â?????????Â???????Â??????Â???ÂÂ?????Â????????Â????????Â????????Â???????Â??????Â?????ÂÂ?????Â???????Â??????Â???Â????????Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â??Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â??Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????Â???????Â??????Â???????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ???????Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â???????Â??????Â?Â????????Â???????Â??????Â???ÂÂ????Â??????Â?Â????????Â???????Â???????????Â????????Â????????Â????????Â???????Â??????Â???ÂÂ????Â??????ÂÂ????????????ÂÂ?????Â???????Â??????Â?????Â????????Â???????Â??????????Â??????Â???Â????????Â????????Â???????Â??????Â?????ÂÂ?????????Â???????Â?????????Â???????Â??????Â???ÂÂ???????Â???????Â??????Â???Â???????Â??????Â???ÂÂ????Â??????Â?s not your full-time job, then this webinar is for you.
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.
The current regulatory landscape and the continued rise in litigation against higher education plan sponsors emphasize the need for sound retirement plan oversight.
One of a plan sponsor's most important fiduciary duties is the selecting and monitoring of a competent service provider to supply services to the plan for a reasonable fee. To be a prudent fiduciary, this can involve conducting a vendor search to benchmark your current vendor against what others in the industry are providing.