Hot Topics for Plan Sponsors

UBS advisor podcasts
  • 0.0 (0)
  • BUSINESS
Hot Topics for Plan Sponsors

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.

Episodes

  1. AUG 16

    Cybersecurity Best Practices for Plan Sponsors

    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.

    1h 2m

  2. AUG 13

    What Plan Sponsors Need to Know About Lifetime Income

    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.

    32 min

  3. 05/11/2023

    In-Plan Guaranteed Income Trends

    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.

    30 min

  4. 09/09/2022

    Voice of the American Worker

    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.

    38 min

  5. 09/07/2022

    Inside the Minds of Plan Participants

    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.

    27 min

  6. 09/07/2022

    Insights for Fiduciaries

    Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers

    21 min

  7. 08/08/2022

    Cyber Fraud: An ERISA Introduction

    Cyber Security is on the all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors.

    36 min

  8. 08/04/2022

    Inside the Minds of Plan Participants

    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.

    25 min

  9. 07/07/2022

    ERISA Litigation Playbook

    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 not 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.

    41 min

  10. 06/29/2022

    Insights for Fiduciaries

    Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers

    21 min

  11. 06/29/2022

    Voice of the American Worker

    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.

    37 min
  • 11 Episodes

About

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.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada