Stay Sharp and Current with Our Webinars

 

Past Webinars

Fiduciary Focus: Evaluating Target Date Fund Suitability

As more and more retirement plan participants utilize target date funds (TDFs) as their primary investment option, the liability to plan sponsors may be looming on the horizon. The Department of Labor (DOL) has provided guidance to assist plan fiduciaries in selecting and monitoring TDFs, so now may be the time to evaluate the suitability of your plan’s TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease your liability and enhance your participants’ retirement outcomes.

This webinar will discuss the following key topics:

  • Fiduciary duties regarding TDFs
  • Conducting a TDF suitability analysis
  • Understanding TDF risk postures
  • The evolution of TDFs
  • Documenting your selection process

DOL Fiduciary Rule: 11 Crucial Questions for Plan Sponsors

After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor’s (DOL) final guidance regarding the definition of “fiduciary” will begin to go into effect in spring 2017. It is important for plan sponsors to understand the reasoning behind and the scope of the final rules.

Please join us for an engaging and informational webinar where you will learn 11 questions that every plan should know about the DOL’s fiduciary rules and how to answer them, as well as how they pertain to you, your plan and your participants.

This webinar will cover:

  • Why the DOL issues these rules
  • What the rules state
  • What is a Best Interest Contract (BIC) exemption
  • The new definition of a fiduciary
  • If RFPs for recordkeeping services will be considered a fiduciary action
  • If the new rules will impact your current service provider relationships
  • And, when the rules will go into effect

5 Things to Consider Now To Jump Start Your Executive Savings Plans For 2017

Whether you are considering a new plan or interested in enhancing an existing deferred compensation program, this webinar will help you understand what is needed.  David Stecher is one of the top executive benefit consultants in the country and has managed engagements for some of the leading corporations in the world. 

Please join Dave as he walks through five areas to focus on to jump start an existing executive benefits program or design one from scratch.

This webinar will cover:

  • Plan design options
  • Asset management
  • Fund menu construction
  • Communication and educational strategies
  • Overall administration options

Legal and Regulatory Update

The Department of Labor issued its final regulation redefining who is a fiduciary under ERISA with respect to investment advice.  Thus the first change in the definition of fiduciary since ERISA was enacted.  The new regulations significantly expand the universe of individuals considered fiduciaries under ERISA and new prohibited transaction exemptions include new requirements for fiduciaries.  This webinar will discuss the new regulation and how it affects plan sponsors and plan fiduciaries.

The Looming Liability of Target Date Funds

The liability of your plan’s target date funds (TDFs) may be looming on the horizon. The Department of Labor (DOL) has made their recommendations to assist plan fiduciaries in selecting and monitoring TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease your liability and enhance your participants’ retirement outcomes.

This webinar will discuss the following key topics:

  • Fiduciary duties regarding TDFs
  • Conducting a glidepath fit analysis
  • Understanding TDF risk postures
  • Earn HRCI CE & SHRM credits.
  • This session is pre-approved!
  • Custom or non-proprietary TDFs
  • Documenting your selection process
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