Explore our most popular webinars covering issues impacting the role of executives who serve as fiduciaries for retirement, pension, and health and welfare plans.

Register for upcoming Roland|Criss webinars or access replays

WEBINAR TOPIC

Five Deadly Payroll Errors

Deficiencies in payroll operations continue to be a leading cause of violations of the Internal Revenue Code and the Employee Retirement Income Security Act. Payroll errors that affect retirement accounts are classified as breaches of fiduciary duty. The economic penalties for employers can be significant in terms of fines and the costs to correct them. A plan’s annual financial audit may not catch those types of errors.

Learn from Experts

Ron W. Hagan, Roland|Criss’ President and Chief Operating Officer, and Kristi Arthur, our firm’s Senior Director of Fiduciary Solutions, share their experiences and provide the know-how human resources executives need in their oversight role. We’ll also cover the control procedures that ensure resiliency, accuracy, and compliant outcomes.

WEBINAR TOPIC

Modernizing Practices for Investment Fiduciaries

Excessive investment fees are risks that lurk in every retirement plan. It’s no surprise that fees have entered the crosshairs of class action lawyers. In today’s world, environmental, social, and governance (“ESG”) investing raise added legal questions for plan fiduciaries.

Learn from Experts

Ronald E. Hagan, Chairman of the Risk Standards Committee at Roland|Criss, and Glenn A. Dial, Vice President, Senior Retirement Strategist for American Century Investments, will provide an action plan for modernizing the steps needed to function safely in today’s turbulent market. Learn what defines excessive investment fees. Also, gain insights into how ESG fits 401(k) and 403(b) investment policy.

WEBINAR TOPIC

Cybersecurity: Meeting the Risk
& Regulatory Challenge

Technology-empowered threats to the security and confidentiality of retirement plan assets and data are exploding. The U.S. Department of Labor has issued compliance-like guidance to employers in response to the devastating results of cybersecurity attacks targeting retirement plans. It’s up to finance executives and human resources leaders to translate the guidance into an actual assessment and monitoring program that will withstand a Department of Labor audit.

Learn from Experts

Ron W. Hagan, President and Chief Operating Officer for Roland|Criss and Christine Denton, Executive Vice President for our Risk Practice Group, lead a discussion about the hard work ahead to manage cybersecurity threats. The addition of procedures to an enterprise’s retirement plan management program is essential; admittedly, it’s a sea change for many finance and human resources leaders. This session is a must for learning how to start and sustain an effective program that aligns with the U.S. Department of Labor’s cybersecurity rules.

Featured webinars

WEBINAR TOPIC

Best Practices for Investment Fiduciaries

Recorded live

New challenges, and lingering doubts. That’s what faces many members of retirement plan investment committees.
Whether you are a new member of a committee or an experienced participant, join us and eliminate the mystery that clouds the role of the investment fiduciary.

WEBINAR TOPIC

Cybersecurity Essentials for HR Leaders & CFOs

Recorded live

The U.S. Department of Labor has launched a cybersecurity audit initiative that many retirement plan sponsors will be challenged to handle. This webinar presents information vital for persons responsible for their employer’s benefit plans.

Join our panel of cybersecurity and fiduciary experts for tips on how to prepare your procedures and documentation for the new investigations.

WEBINAR TOPIC

Data Security:
Best Practices for Retirement Plans

Recorded live

Watch our recorded webinar where you’ll learn about the scope and advantages of a retirement plan specific data security policy and how to develop one.

WEBINAR TOPIC

The Expanding Unseen Risks in Retirement Plan Management

Recorded live

Are you uncertain about how the work from home culture and volatile stock markets affect your fiduciary role? Join us for a deep dive into these and other unseen risks.

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