Tag Archive | ERISA

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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Department of Labor Releases Employee Benefit Plan Audit Quality Study

Findings from a recent audit quality study (2014 Study) found that nearly 4 in 10 employee benefit plan (EBP) audits in the 2011 plan filing year contained major deficiencies and failed to meet regulatory standards. Assets held in those plans with deficient EBP audits totaled $653 billion. The 2014 Study, conducted by the Department of […]

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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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Understanding Your ERISA Fiduciary Responsibilities – Webcast on Oct. 21

With the ever increasing focus on plan fiduciaries by the Department of Labor, the Internal Revenue System and in the courts, it is more important than ever that plan fiduciaries understand what is required. Join us for this webcast on Tuesday, Oct. 21, as we focus on the fundamentals of fiduciary responsibility, current and proposed rulemaking regarding […]

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