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. ...A Periodic Comprehensive Plan Review is a Must
PODCAST Setting up a retirement plan is hard work. Once setup, a periodic review is the most often ignored part of the entire retirement plan management process. Time 15:39 In today’s world, a comprehensive annual plan review is a necessity. About our guest Christine...How Leading Fiduciaries Prevent Excessive Fee Lawsuits
PODCAST This episode explores the steps needed to ensure that an organization’s risk management approach insulates it from a painful retirement plan “excessive fee” scenario. Time 22:50 Join our guest Christine Denton for valuable insights and tips. About our guest...Cybersecurity is a Fiduciary Matter
PODCAST High profile cyber attacks on retirement plans over the last two years have stimulated concerns among regulators about the threat that cybercrime poses for the information and assets held in retirement plans. Time 15:00 This episode reveals how cybersecurity...Contact us…
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