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Ideas & Insights

 











In-Person Event

Wisdom for the mature ESOP

Join us for a panel discussion on important insights and updates affecting your organization’s employee stock ownership plan.





Video

Indemnify fiduciaries

This video clip examines the personal liability retirement plan fiduciaries assume and why plan sponsors should indemnify them.


Video

Conduct fiduciary education

This video clip examines the importance of fiduciary education and resources that can be utilized for training and education programs.


Video

Hire an independent consultant

This video clip examines why hiring an entity to handle retirement plan fiduciary responsibilities can reduce liability.



Video

Implement prudent procedures

This video clip examines how ERISA defines prudence, the procedural prudence process and the importance of implementation.


Video

Know if you are a fiduciary

This video clip examines what a plan fiduciary is, how to limit fiduciary liability; and proposed DOL fiduciary rules.


Video

Understand your fees

This video clip examines participant fee disclosures, fee levelization and the importance of understanding your plan's cost.


Video

Conduct self-audits

This video clip examines the importance of conducting self-audits to make sure your plan is being administered in accordance of ERISA.