Quarterly Financial Advisor Webcasts
March 2011 Webcast - What’s Happening at the DoL and in Congress?
Retirement plan issues have been a significant focus lately for legislators and regulators in Washington, especially the Department of Labor. In this session, Larry Goldbrum, General Counsel of The SPARK Institute, the leading voice in Washington for the retirement services industry will review the major issues affecting financial advisers and the retirement plan sponsors and participants they serve.
December 2010 Webcast - Managing a Practice, from the Inside, During 2011
Who is looking at the processes and systems that advisers use to manage their own business? Are you making sound strategic and tactical decisions around the management of your practice? Are you spending so much time servicing the client rather then assisting the client? Moderated by PLANADVISER magazine, and the featured speaker, Steff C. Chalk CEO, Fiduciary Consulting Group, Inc.
October 2010 Webcast - Helping Plan Sponsors Understand the New Form 5500
There are a number of important changes to Form 5500, including those required under relatively new regulations associated with reporting compensation of service providers. In addition, the Department of Labor now requires plan sponsors to file Form 5500 electronically. We understand that the changes to Form 5500 and new electronic filing process can be confusing. Moderated by PLANADVISER magazine, and the featured speaker, Bradford P. Campbell and attorney with Schiff Hardin LLP and former U.S. Assistant Secretary of Labor for Employee Benefits.
May 2010 Webcast - Plan Benchmarking
Benchmarking a plan against other retirement plans of its size and possibly within its industry is a valuable way to determine whether an employer’s plan is providing the best available 401(k) features to its employees. Benchmark analysis can provide relevant, comprehensive comparisons of plans’ features and services to benchmark a group of similar plans.
March 2010 Webcast - US Economic Review and Outlook
Today’s data appear to suggest that the U.S. has emerged from the recession. The validity of this statement is questionable, and appears to cast doubt on whether or not the U.S. economy’s emergence will be sustainable. Moderated by PLANSPONSOR magazine, and the featured speaker, Thomas Higgins, Chief Economist at Payden & Rygel.
November 2009 Webcast - Employee Education During Volatile Markets
Even the most seasoned investors have been unnerved by the volatility in the financial markets. In addition to the impact on 401(k) plan participants’ balances, this volatility has created a greater responsibility for participants to manage their outcomes and presents challenges in effectively communicating a company's retirement plan benefits. Moderated by PLANSPONSOR Magazine, and features Sharon Bastide, a seasoned retirement education consultant.
September 2009 Webcast - Managing Your Fiduciary Responsibilities
Moderated by PLANSPONSOR Magazine and feature Larry Goldbrum, Chief Legal Counsel of SPARK, as the speaker. Mr. Goldbrum will be examining:
• ERISA Fiduciary Rules
• Plan Fees and Expenses
• Investments
• Litigation – Court Decisions
• How Financial Advisors, Plan Sponsors as well as service providers can piece this information all together and make it make sense
White papers and articles
Vendor to Plan Sponsor Fee Disclosure
This whitepaper provides an overview of the new regulations issued by the U.S. Department of Labor that require all retirement plan service providers to disclose detailed information about plan fees and compensation to plan sponsors.
What Your Clients Need to Know About Fee Disclosure
Q&A on the new fee disclosure rules requiring service providers to disclose certain information to plan sponsors in order for their service arrangement to be considered reasonable and permissible.
Payroll and 401(k) Integration Study
Study on time and money savings with integration by Spring Consulting Group and Mathew Greenwald and Associates.
PLANSPONSOR Magazine Article - When duty calls
When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know it, and people who are fiduciaries and don’t know it.
PLANSPONSOR Magazine Article - 10 Things You’re (Probably) Doing Wrong
If you’re taking the time to read this, odds are you probably are doing a better-than-average job as a plan fiduciary.
FOR FINANCIAL ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
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