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Virtual Conference Webcast
The DOL has said that plan fiduciaries must review if their plan expenses are "reasonable". First one must understand where all the plan expenses lie. What is revenue sharing and how does it affect my duties as a fiduciary to a retirement plan? Many Plan Sponsors use revenue sharing to pay some if not all of the plan's administrative costs. The term revenue sharing refers to payments made by investments to a third party. In Field Assistance Bulletin 2003-03, the DOL indicated that allocating plan expenses is a fiduciary decision and requires fiduciaries to act prudently. There are several methods of paying for the plan's administrative services.
Date: Jul 23 2014
Time: 2:00 PM - 3:00 PM
Presenter:
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Jamie Greenleaf
Cafaro Greenleaf

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Cafaro Greenleaf
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
This session will assist HR professionals navigate the world of mergers and acquisitions as they relate specifically to benefit plans and qualified retirement plans. This session will discuss timing issues, potential issues that can cause delays in closing, how to deal with those potential issues, and how to handle employee relations issues as they arise. For benefit plans, these issues may come from cafeteria plans and how FSA accounts should be/can be handled, COBRA responsibilities, and MEWA issues. For qualified retirement plans, there are notice and timing rules that must be followed as well as qualification issues that may be discovered during the due diligence process. This session is for every HR professional who handles the administration of their company benefit plans and qualified plans.
Date: Jul 22 2014
Time: 2:00 PM - 3:00 PM
Presenter:
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Heather Abrigo, Esq., APM
Drinker Biddle & Reath

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Drinker Biddle & Reath
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
Join one of the nation’s most well-recognized consulting teams to explore the new world of company retirement plans. In this session you will learn about the history and evolution of defined contribution & defined benefit plans; the focus of Department of Labor audits; understanding your responsibility as a Plan Sponsor and/or fiduciary; and how to create the optimal defined contribution plan for your employees. “Thinking Beyond the Box” will empower you to demand more out of your service providers and help better understand all of the moving parts in a 401(k), or other defined contribution plan and most importantly help you understand your fiduciary responsibility.
Date: Feb 25 2014
Time: 1:00 PM - 2:00 PM
Presenter:
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Jamie Greenleaf
Cafaro Greenleaf

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Cafaro Greenleaf
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
Launch your learning journey with a high energy start! This session will introduce the Institute for Human Resources (IHR) Benefits: Cost Containment, Audits and Legal Risks and the Institute for Human Resources (IHR) certification program. Find out about the workshops that will be available, and learn how the IHR certification process works. Throughout this conference you will gain practical ideas and concepts that you will be able to put into practice in your organization. You will be introduced to the Advisory Board, learn about the opportunity to become certified within the IHR and see who is speaking and their topics. You will be given guidance on how to chat online with colleagues and access the virtual exhibit hall. You will have the opportunity to ask questions as it relates to the overall program, prior to its commencement. You can access all of the archived sessions where we launched this Institute in May, 2011.
Date: Feb 24 2014
Time: 10:30 AM - 11:00 AM
Presenter:
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Amanda Norris
HR.com

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Institute for Human Resources (IHR)
 
This webcast is not valid for certification credit for current year.
 
Virtual Conference Webcast
With the retirement plan landscape evolving, the fiduciary responsibility of managing a retirement plan falls to the employer.

“Driving Healthy Outcomes for Retirement Plans” is a presentation focusing on one company’s strategic plan to help employees achieve a healthier retirement outcome and promote financial wellness. The presentation outlines use of plan features and investment tools that make planning for retirement easier and help employees build healthier results and stronger retirement plans. The presentation also highlights significant financial benefits for the organization sponsoring the plan, a winning strategy for both plan sponsors and retirement plan participants. The case study which was conducted over a five year period on a company that implemented a strategy to drive participant outcomes also focuses on the return on investment to the company of helping employees become ready for retirement by normal retirement age. The presentation concludes with a discussion on the current retirement plan marketplace and what lies ahead for opportunities to enhance retirement readiness.

Date: Nov 7 2013
Time: 1:00 PM - 2:00 PM
Presenter:
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Jeffrey Petrone, AIF
SageView Advisory Group

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SageView Advisory Group
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
In this presentation, Jason Rothman, an employee benefits attorney with the international labor and employment law firm of Ogletree, Deakins, Nash, Smoak and Stewart, P.C. will cover two key employee benefit plan issues that all employers must understand: (1) the Affordable Care Act employer mandate, including guidance issued this summer delaying employer mandate assessments until 2015; and (2) the U.S. Supreme Court’s recent decision in the case of United States v. Windsor ruling that Section 3 of the Defense of Marriage Act (DOMA) is unconstitutional. These two developments significantly impact employee benefit plans and require employers to take strategic action in the near future to comply with the requirements thereunder.
Date: Nov 6 2013
Time: 2:00 PM - 3:00 PM
Presenter:
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Jason Rothman
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
Target-date funds are becoming more popular with company 401(k) retirement plans. And as they do so, it puts more burden of responsibility on the plan sponsor to know what they are offering their employees who chose to invest in Target-date funds (TDF).

According to the SEC’s document Recommendation of the Investor Advisory Committee Target Date Mutual Funds April 11, 2013, TDFs had approximately $485 billion at the end of 2012, up 29% over the previous year. Roughly 70 percent of U.S. employers report offering target-date funds as their default investment option for company sponsored defined contribution plans.

In this webinar, learn what you the plan sponsor need to know about managing your target-date fund program.

Date: Nov 6 2013
Time: 1:00 PM - 2:00 PM
Presenter:
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David Gratke
Gratke Wealth, LLC

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Gratke Wealth, LLC
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
Launch your learning journey with a high energy start! This session will introduce the Institute for Human Resources (IHR) Benefits: Cost Containment, Audits and Legal Risks and the Institute for Human Resources (IHR) certification program. Find out about the workshops that will be available, and learn how the IHR certification process works. Throughout this conference you will gain practical ideas and concepts that you will be able to put into practice in your organization. You will be introduced to the Advisory Board, learn about the opportunity to become certified within the IHR and see who is speaking and their topics. You will be given guidance on how to chat online with colleagues and access the virtual exhibit hall. You will have the opportunity to ask questions as it relates to the overall program, prior to its commencement. You can access all of the archived sessions where we launched this Institute in May, 2011.
Date: Nov 6 2013
Time: 10:30 AM - 11:00 AM
Presenter:
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Amanda Norris
HR.com

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Institute for Human Resources (IHR)
 
This webcast is not valid for certification credit for current year.
 
Virtual Conference Webcast
This presentation will explain why employers must lead the way in preparing the nation for the caregiving tsunami that is poised to devastate productivity. Phyllis Shelton will relate the latest happenings in long-term care insurance and link it to the overall picture of health care reform. She will explain why LTC insurance hasn’t been a senior product in years and why almost half of the policies are being purchased at the workplace. She will explain the participation and underwriting requirements for offering worksite LTC insurance in today’s environment. She will explain the best practices for employee education in a successful LTC insurance offering.
Date: Aug 8 2013
Time: 1:00 PM - 2:00 PM
Presenter:
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Phyllis Shelton
LTC Consultants

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LTC Consultants
 
You must view the archive in order to receive your credit(s). Audio and slides do not grant credit(s) into your account.
 
Virtual Conference Webcast
Launch your learning journey with a high energy start! This session will introduce the Institute for Human Resources (IHR) Benefits: Cost Containment, Audits and Legal Risks and the Institute for Human Resources (IHR) certification program. Find out about the workshops that will be available, and learn how the IHR certification process works. Throughout this conference you will gain practical ideas and concepts that you will be able to put into practice in your organization. You will be introduced to the Advisory Board, learn about the opportunity to become certified within the IHR and see who is speaking and their topics. You will be given guidance on how to chat online with colleagues and access the virtual exhibit hall. You will have the opportunity to ask questions as it relates to the overall program, prior to its commencement. You can access all of the archived sessions where we launched this Institute in May, 2011.
Date: Aug 8 2013
Time: 10:30 AM - 11:00 AM
Presenter:
test
Amanda Norris
HR.com

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Institute for Human Resources (IHR)
 
This webcast is not valid for certification credit for current year.
 
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