Understanding Fiduciary Roles & Responsibilities
Plan sponsors need to carefully identify who its plan fiduciaries are and make sure those fiduciaries are aware of their role. Senior Consultant Frank Szymanek discusses different types of fiduciary roles and their responsibilities.
Cybersecurity Considerations
Cybersecurity has recently emerged as an important topic to address, especially in the world of retirement plans. Alex Whipple of AON Risk Solutions takes time to discuss the importance of cybersecurity, what type of data is at risk, and the potential liability to plan sponsors and recordkeepers in an event of a breach.
Target Date Perspectives: T.Rowe Price Insights
Amidst the growing prevalence and complexities of target-date funds, plan sponsors are tasked with selecting an appropriate solution for their plan participants. Kathryn Farrell of T. Rowe Price spends some time navigating the world of target-date funds, addressing some of the questions and considerations that plan sponsors often struggle with.
Target Date Perspectives: J.P. Morgan Insights
As the space has continued to grow and evolve, target date funds have played an increasingly important role in driving retirement outcomes for plan participants. Hal Bjornson of J.P. Morgan Asset Management covers the basics of target funds and discuss considerations for plan sponsors in evaluating target date providers.
Navigating the World of Target Date Funds: Considerations for Plan Sponsors
No two target-date fund series are perfectly alike. The differentiated approaches of target-date managers makes it difficult for plan sponsors to select the “right” one for their plan. Kathryn Farrell of T. Rowe Price and Hal Bjornson or J.P. Morgan Asset Management shed some light on their firms’ varying target-date perspectives, and additionally provide insight for plan sponsors in selecting any target-date provider.
Viability ft. MassMutual
There is a big cost embedded in your organization’s financial statement – the cost of an unprepared workforce. Taylor Booth of MassMutual discusses the Viability tool – a powerful educational tool that looks at the potential unintended costs associated with a defined contribution plan in an organization.
Minimizing Personal Liability Risk for Plan Fiduciaries
Due to the increased standard of care under ERISA, the now-defunct DOL rule, and the proliferation of litigation, fiduciary risks are only becoming greater. Senior Consultant Frank Szymanek discusses the best practices around managing fiduciary risk.
ESG Solutions in Defined Contribution
The marketplace for ESG solutions has grown considerably in recent years, as has the understanding and acceptance of these solutions. Senior Investment Analyst Tom Loftus discusses the ESG landscape and how plan sponsors can align their values and plan investments.
Cybersecurity: How to Defend Your Retirement Plan
More companies are seeing cybersecurity as a board-level issue, especially in the world of retirement plans. Alex Whipple of AON Risk Solutions takes time to discuss why cybersecurity in important, the main types of cyber attacks, the impacts if an attack happens, and how plan sponsors can protect their plan and plan participants.
Securing Your Future: Key Considerations and Best Practices
Watch our video for tips and time-tested investment approaches that have helped many people succeed in building their financial futures.