Explore our most popular webinars covering issues impacting the role of executives who serve as fiduciaries for retirement, pension, and health and welfare plans.
Update your skills by learning from experts in our Excellent Fiduciary webinar series.
Sharpen your edge with these recorded webinars from Roland|Criss.
Recent webinars
WEBINAR TOPIC
Third-Party Risk Management for Employee Benefit Plans
For plan fiduciaries and HR directors, keeping an eye on EBP providers has never been easy. Rapid technological improvements by service providers have made cybersecurity threats more complex and widespread, making the problem even more difficult to tackle.
You’ll learn how to implement a comprehensive risk management framework, to use artificial intelligence to identify vendors’ vulnerabilities, establish controls, and evaluate the reasonableness of their fees.
Ronald E. Hagan, Roland|Criss’ Executive Director of Risk Standards Development, and Christine Denton, our firm’s Executive Vice President for our Risk Standards Group, discuss an entire spectrum of issues that include vendors’ fees, cybersecurity, regulatory shifts, and management tactics that are reshaping retirement and healthcare plan governance and operations,
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.
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
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.
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.
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.
