Each quarter, Blue Prairie Group hosts free, interactive webinars about relevant topics such as 408(b)(2) disclosures, plan fees and DC best practices.
Here, you will find a brief summary of all previous webinars, as well as the PDF and audio version of each presentation.
Avoid Common Filing Mistakes that Trigger IRS & DOL Audits
Our experts discuss the employee benefit plan fiduciary’s role as it relates to plan administration, specifically working with your plan auditor and avoiding common plan audit findings.
Women Rocking Wall Street Podcast – Winning in Sales
Securing the sale of a 401K can take anywhere between one to two years, making the sales process extremely important. Carmela Elco, a Managing Director at Blue Prairie Group, recommends establishing an advocate and build trust with that individual. This is especially important in those competitive situations. By communicating with your advocate, you can ask certain questions including what the committee’s overall concerns are, or what materials others may find beneficial. Also, Carmela recommends understanding the culture of the organization and how they approach their decision making and working with their partners. One way to do this is by reaching out to your network and finding those connections.
Why Target Date Fund Due Diligence Matters
As target date fund investing has continued to soar in popularity and usage within retirement plans, the need for a rigorous monitoring and selection process has never been more important for plan sponsors. Determining a “best fit” target date strategy for a retirement plan requires a multitude of different considerations, including Plan Sponsor input, participant demographic data, and a thorough analysis of the investment product. Blue Prairie Group’s process for evaluating and selecting a target date strategy seeks to satisfy these different inputs via our proprietary selection tool. By utilizing this selection process, Plan Sponsors can achieve stronger retirement outcomes for participants.
Money Market Reform: What it Means for Plan Sponsors
With the upcoming reform to money market fund regulation, many plan sponsors are left wondering how it will effect their retirement plans. There is much concern and confusion around changes with allowing NAVs to “float,” and the enhanced institutional redemption gates and fees. Additionally, sponsors are beginning to think about alternatives to money market funds, and how those funds might compare.
2015 BPG Higher Education Webinar
This webinar is based on survey results of over 250 plan sponsors in higher education. Respondents are administrators, chief financial officers, and have a defined contribution plan. The questionnaire contained questions across several topics related to their retirement plan. Survey was completed in Q2 2015.
Reflections in the Mirror: Participants offer their perspectives and perceptions around retirement savings
Experience is an important teacher. Learn findings from the 2014 national study of attitudes and insights from defined contribution plan participants from early career to pre-retirement. Findings include how they feel about what they have done, what they are doing and what they wish they would have done to save and invest for the future. They also offer insights for their fellow participants – and plan sponsors – to move forward.
Financial Wellness: Calculate the ROI
This webinar will help plan sponsors understand the bottom-line rationale for implementing a financial wellness program and how to calculate the ROI. It will also demystify the calculation process and give you an easy way to assess whether a financial wellness program is right for your company.
Defined Contribution Best Practices, Part II
In Part II, Matt Gnabasik discussed three best practices to help improve your DC plan: lowering plan fees and costs; simplifying the investment menu; and reducing risk through fiduciary governance.
Defined Contribution Best Practices, Part I
In Part I, Matt Gnabasik discussed two best practices to help improve your DC plan: benchmarking your plan and setting strategic goals; and implementing auto plan design features and rethinking other key strategic design points.
408(b)(2) Disclosures – What’s Next?
In this interactive webinar, Matt Gnabasik, Managing Director of Blue Prairie Group, and Julie Stapel, a Partner with Morgan Lewis, discussed what to do with the information that covered service providers have sent to plan sponsors.