Hot Topics for Plan Sponsors

UBS advisor podcasts

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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.

16 AOÛT

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.

1 h 2 min
13 AOÛT

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
11/05/2023

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
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
07/09/2022

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
07/09/2022

Insights for Fiduciaries

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

21 min
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
04/08/2022

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
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
29/06/2022

Insights for Fiduciaries

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

21 min
29/06/2022

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 épisodes

Création

UBS advisor podcasts
Années d’activité

2022 - 2024
Épisodes

11
Classification

Tous publics
Site web de l’émission

Hot Topics for Plan Sponsors

Hot Topics for Plan Sponsors

Épisodes

Cybersecurity Best Practices for Plan Sponsors

What Plan Sponsors Need to Know About Lifetime Income

In-Plan Guaranteed Income Trends

Voice of the American Worker

Inside the Minds of Plan Participants

Insights for Fiduciaries

Cyber Fraud: An ERISA Introduction

Inside the Minds of Plan Participants

ERISA Litigation Playbook

Insights for Fiduciaries

Voice of the American Worker

À propos

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