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How Do Social and Health Changes Impact Investments?

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Recent health and social events are increasing the attention on ESG (environmental, social, and governmental) impact investing in OCIO (Outsourced Chief Investment Officer) management. Their definition, the methods available for executing them, as well as their utilization are expanding. It is increasingly important to match the beliefs and strategies of your OCIO provider with those of your institution and its constituents on this important and timely topic.

Join Plan Pilot’s Senior Consultant Frank Szymanek with three subject matter experts as he gains real-life insights on the more recent evolution, current return & risk benefits, and implementation considerations of ESG in OCIO assignments. 

Increase Employee Participation in Your Retirement Plan

Increase Employee Participation in Your Retirement Plan

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A retirement savings account is one of the most sought-after benefits an employer can offer. However, plan sponsors can sometimes struggle to effectively communicate a plan’s benefits to employees in ways that boost engagement and enrollment. Don’t let your plan wither on the vine; follow these seven key steps plan sponsors can take to increase employee participation in your retirement plan.

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Why Plan Sponsors Should Hire a Retirement Plan Consultant

Why Plan Sponsors Should Hire a Retirement Plan Consultant

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Many plan sponsors lack the expertise to effectively manage their retirement plan and fulfill their fiduciary obligations to plan participants without some outside assistance. This is where a retirement plan consultant can be invaluable. Plan sponsors rely on consultants to provide knowledge and expertise. No two plans are alike—and the same can be said of retirement plan consultants. Learn more about why plan sponsors choose to hire a retirement plan consultant, as well as a few of the questions you’ll want to ask if you’ve determined that you need one.

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What Plan Sponsors Should Know About the Plan Document

What Plan Sponsors Should Know About the Plan Document

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ERISA requires all retirement plan sponsors to have a written plan document to formalize how their unique plan will operate. Operating a retirement plan without this key document can open up your business to significant liability. Why is the plan document so important, and what elements should be included in your organization’s plan document?

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Senior Consultant Chris Garrison Quoted in NBOA

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Independent schools are special places, solely focused on their mission of helping others. Employees of independent schools work there because it’s the lifestyle they have chosen, not to get rich. Their 403(b) plan is essential to their financial security and likely their largest asset. When it comes to saving and investing for retirement, schools understand their employees need more help.

PlanPILOT was pleased to contribute to the National Business Officers Association’s NetAssets magazine in a roundtable discussion to help CFOs and Business Officers understand the CARES Act.

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