Thought leadership resources for retirement plan sponsors.

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: Understanding the Risks and Conflicts in the "Retailification" of Retirement Plans

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.

Webinars

Webinar Recording: 2024 Regulatory Update

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.

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: Navigating Retirement Plan Transitions

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.

Webinars

Webinar Recording: Reviewing Retirement Plan Service Agreements

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.

Webinars

Webinar Recording: A Review of our Annual Retirement Plan Fee Benchmarking

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.

Webinars

Webinar Recording: Retirement Plan Litigation: Reflecting on the Past, Present, and Future

Watch this insightful review of previous litigation cases and explore the essential fiduciary best practices that can be gleaned from them.

Webinars

Webinar Recording: Retirement Plan Risk in the NFP Sector

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.

Webinars

Webinar Recording: ERISA Cybersecurity

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.

Webinars

Webinar Recording: 2023 Regulatory Update

Members of our Technical Services Committee review and discuss the legislative, regulatory, and litigation changes affecting retirement plans in 2023.

Resources

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