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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.