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.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and contains provisions that seek to expand access to lifetime income within retirement plans. Review those provisions in our fact sheet.
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.
Plan sponsors should review the initiatives outlined within and consider how each initiative may/may not impact their plan(s).
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.
Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.