Webinar Recording: Fee Allocation - How to Choose Your Model
This webinar delves into the different fee allocations models and how to determine the right path for your retirement plan.
Thought leadership with plan fiduciary education in mind
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.
Forward-thinking, timely updates for retirement plan sponsors.
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?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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.
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