Resources

Thought leadership with plan fiduciary education in mind

Webinar Recording: Ask an Advisor
Webinars

Webinar Recording: Ask an Advisor

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!

Webinar Recording: Retirement Plan Regulatory Update 2.0
Webinars

Webinar Recording: Retirement Plan Regulatory Update 2.0

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.

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

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 hasnŽ??????Ÿ??t really changed at all. SponsorsŽ??????Ÿ?? primary investment duty under ERISA is to act in the best interest of plan participants and beneficiaries Ž??????Ÿ?? and accounting for ESG considerations fits under that mandate.