Tag Archive | EBP

Webinar on 9/11: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 8/27: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 7/8: How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan

This is a don’t miss course for plan administrators, CFOs and those in charge of benefits and compensation. This webinar will be full of practical information that you need to be aware of as it relates to the health and integrity of your employee benefit plan. We will review Department of Labor (DOL) enforcement actions […]

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Webinar on 6/10: How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan

This is a don’t miss course for plan administrators, CFOs and those in charge of benefits and compensation. This webinar will be full of practical information that you need to be aware of as it relates to the health and integrity of your employee benefit plan. We will review Department of Labor (DOL) enforcement actions […]

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Lessons from the GreatBanc Settlement – ESOPs to Face More Scrutiny

The US Department of Labor (DOL) has intensified its scrutiny of Employee Stock Ownership Plans (ESOPs) over the last five years. In addition, the DOL has brought suit against several fiduciaries of ESOPs for issues ranging from fiduciary duty to valuation to conflicts of interest. In June 2014, The DOL and GreatBanc Trust Company reached […]

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Webinar on 12/17: Terms and Inherent Risks of Retirement Plan Investments

Investment options are one of the most pressing issues affecting retirement plan sponsors and fiduciaries. When selecting investment options, Employee Retirement Income Security Act (ERISA) requires that plan fiduciaries focus on asset allocation and diversification to provide a suitable and broad range of alternatives for participants. This webinar will focus on the terms and conditions, […]

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Webinar on 12/9: Terms and Inherent Risks of Retirement Plan Investments

Investment options are one of the most pressing issues affecting retirement plan sponsors and fiduciaries. When selecting investment options, Employee Retirement Income Security Act (ERISA) requires that plan fiduciaries focus on asset allocation and diversification to provide a suitable and broad range of alternatives for participants. This webinar will focus on the terms and conditions, […]

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