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Pathways to Excellence

Pathways to Excellence

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For organizations that sponsor retirement plans, this podcast will give clarity to the U.S. Department of Labor's new supply chain management era.

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What regulatory changes in ERISA really mean for Plan Sponsors

What regulatory changes in ERISA really mean for Plan Sponsors

Organizations that sponsor ERISA retirement plans have long struggled with the complexities of their vendors' fee arrangements. The Department of Labor ("DOL") blames much of that struggle on an information gap that divides plan managers... more

Retirement plan audits have long been a routine task for ERISA qualified plans with over 100 participants, but recent industry developments are causing concern for plan sponsors. Guests from one of the largest and most... more

Retirement plan audits have long been a routine task for ERISA qualified plans with over 100 participants, but recent industry developments are causing concern for plan sponsors. Guests from one of the largest and most... more

Outsourcing ERISA retirement plan services has been around for decades, but recent industry developments have translated into new strategies for plan sponsors. The chairman of Roland|Criss' Fiduciary Standards Committee... more

Setting up a retirement plan is hard work. Once setup, a periodic review is the most often ignored part of the entire retirement plan management process. In today's world, a comprehensive plan review of an ERISA qualified program is a... more

April's FORUM podcast provides a historical reflection of the pre-ERISA days of 403(b) plan management and examines how that history is contributing to the challenges currently facing the administrative teams and executive leadership... more

Since the Pension Protection Act of 2006 was enacted the Department of Labor has found massive procedural issues among retirement plans sponsored by non-profit organizations...the so-called 403(b) plans. How did that happen?

The legal responsibilities of retirement plan fiduciaries constantly change. How do elite retirement plan executives meet the challenge of change? Roland|Criss reveals what plan sponsors should change in the way they oversee their... more

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