Data Security Policy Considerations
The federal government requires employee benefit plan sponsors to appreciate Personally Identifiable Information (“PII”) and to handle it securely. This is a fiduciary matter. The U.S. Department of Labor (“DOL”) maintains a regulation that requires employers to take...Unraveling the Complexities of 403(b) Plans
PODCAST Since the Pension Protection Act of 2006 was enacted the Department of Labor has found massive procedural issues among retirement plans sponsored by non-profit organizations. Time 18:17 Listen in to learn what’s at stake. About our guest Ronald E. Hagan is...Risk Strategies for Nonprofit ERISA Plans
PODCAST This podcast reflects on the pre-ERISA days of 403(b) plans and examines how the shift to ERISA still challenges leaders in the higher education and healthcare sectors. Time 14:25 Hear how new governance, risk, and compliance (“GRC”) solutions are changing the...The Real Impact of the Fee Disclosure Rule
PODCAST Organizations that sponsor ERISA retirement plans have long struggled with the complexities of their vendors’ fee arrangements. The Department of Labor (“DOL”) blames much of that struggle on an information gap that divides plan managers and vendors. ...Contact us…
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