Hot Topics for Plan Sponsors: Recent Episodes
UBS advisor podcasts
The goal of this series is to help retirement plan sponsors maximize their fiduciary protection, to be good stewards, and to provide the foundation for their employees to become financially and emotionally prepared for retirement.
It is evident that cyber security attacks have become a frequent occurrence, with companies falling victim to such breaches on a daily basis. 401(k) plans are particularly susceptible to these attacks due to the individual account nature of the plans. Recognizing this vulnerability, the Department of Labor has provided guidance for plan sponsors. In this session, we will delve into cybersecurity best practices specifically tailored for retirement plan sponsors.
Understanding the importance of lifetime income options that Plan Sponsors can utilize in their company's retirement plans to better prepare pre-retirement participants for the income challenges of their retirement years.
A growing number of defined contribution participants are moving from accumulation of assets to withdrawal of funds at retirement. As a result, more plan sponsors are considering in-plan retirement income options. Yet the industry continues to evolve standards on how to best evaluate and select guaranteed income products according to plan preferences.
The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.
American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.
Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
Cyber Security is on the all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors.
American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.
Employee Retirement Income Security Act lawsuits keep coming with few in-court resolutions—but loads of settlements. The majority of litigation is about plan sponsors meeting their ERISA duties of prudence and loyalty. Listen as we discuss what those duties mean; what can be learned from court proceedings; and policies and procedures plan sponsors can use to comply with their duties.
Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.