Showing our 403(b) Curriculum video library.
Showing videos with the topic “Fiduciary 101”.
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Many private universities, hospitals, and other non-profit entities have faced litigation related to their retirement plans. While public university retirement plans and governmental plans are generally exempt from ERISA, plan sponsors may nonetheless have fiduciary responsibilities to the plan under state law and, therefore, face many of the same issues that are being litigated by other entities.
Christa Louthan, Assistant Chief HR Officer at the Oklahoma State University shares the process they undertook to consolidate recordkeepers, streamline investments and create a consolidated retirement "brand" across the university system - all while effectively engaging participants through focus groups and other communication initiatives.
Kristina Hooper, US Investment Strategist, Allianz Global Investors, discusses the rising interest rate environment and the importance of ongoing fiduciary due diligence.
Emily Wrightson, Consultant at Cammack Retirement Group, shares best practices and current trends in retirement plan programs.
Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.
Investment products available through Cammack LaRhette Brokerage, Inc.
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