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.
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.