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Ideas & Insights


Recorded Webcast

2018’s impact on your corporation

An executive briefing for corporate leaders, audit committee and board members addressing key financial and governance issues for 2018.

  • Deiso, Phyllis
  • |

Recorded Webcast

Retirement plan issues and insights

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.


Equifax data breach

Data breaches are unsettling to individuals and businesses. Avoid panic by understanding what happened, what it means and what you can do.


Indemnify fiduciaries

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


Conduct fiduciary education

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


Hire an independent consultant

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


Implement prudent procedures

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


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.