Fiduciary (k)larity™ helps retirement plan committees better fulfill their fiduciary responsibilities.
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Read more about this important step in minimizing fiduciary risks.
Covers the history and background of ERISA and which plans are subject to the regulation
Reviews fiduciary vs. non-fiduciary functions as well as ERISA’s fiduciary duties and elements of a prudent process
Discusses common fiduciary breach claims, consequences of a breach, and prohibited transactions
Addresses various aspects of the plan document, amendments, Form 5500, and participant disclosures
Describes investment duties under ERISA, selection and monitoring best practices, and 404(c) protection
Covers fee types, allocation methods, revenue sharing, and administrative vs. settlor expenses
Reviews how to properly evaluate and select vendors and service providers and outsourced 3(16) administrative services
Discusses fee litigation, DOL and IRS enforcement priorities, target-date fund (TDF) selection, and the DOL Conflict of Interest Rule
Describes several landmark court decisions that provide “real-life” lessons about the importance of a prudent fiduciary process
Addresses bonding and insurance, fiduciary governance/oversight structure, and the importance of fiduciary process documentation
Your employees need access to objective fiduciary advice, next-generation planning tools, and better financial wellness resources to make better decisions. Here are 10 strategies to optimize and engage your employee more effectively.
Effective plan design is the key to helping your employees overcome poor decision-making and behavioral roadblocks. Here are 10 strategies to optimize your plan design and drive successful retirement outcomes for your employees.
ERISA requires plan fiduciaries to ensure fees are reasonable on an ongoing basis while having a documented process to show for it. Here are 10 strategies to optimize your plan economics.
The cornerstone of a great retirement plan while managing corporate liability begins and ends with comprehensive fiduciary oversight. Here are 10 strategies to optimize your governance process.
To meet ERISA’s “prudence” standards, plan fiduciaries must follow a disciplined and documented process when making investment-related decisions. Here are 10 strategies to optimize your committee’s investment selection and monitoring process.
Greenspring Advisors is recognized by SHRM® to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This webinar series qualifies for 2.00 Professional Development Credits (PDCs) towards SHRM-CP® or SHRM-SCP® recertification. The submission recertification code will be provided at the completion of this series.
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© Greenspring Advisors, LLC. Greenspring is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.