This episode packs a punch with a cadre of retirement plan professionals ready to help any plan sponsor and investment committee tackle the pressing issues of being a fiduciary and what needs to be considered in today's environment. Our guests come from defined contribution specialists and span key elements of a successful solution, like plan administration, ERISA and DOL guidance, and investment advisory. If you are curious about current 401(K) trends, financial wellness programs, and employee engagement, you need to dig into this episode!
Guests:
John Cunningham, EVP—Alliant Insurance Services
Halley Love, National Director—Bernstein
Ary Rosenbaum, ERISA/Retirement Attorney—Rosenbaum Law
Jason Timko, Regional Director—Empower Retirement
Fiduciary Torch is Brighter paper by Halley's team
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