Insights that can help plan sponsors meet fiduciary responsibilities

Over the past months, benefits professionals and retirement plan committee members have been inundated as they respond to the impact of COVID-19 and two significant bills – the SECURE Act and the CARES Act. To add to the stress, many plan sponsors are concerned about meeting their fiduciary responsibilities as market volatility continues. According to Gallagher’s 2019 Retirement Pulse Survey, only 13% of employers use a fiduciary under section 3(38).

Listen to the Gallagher Retirement Plan Consulting team explain how plan sponsors can assess and mitigate fiduciary risks and maintain participant trust. They cover the latest legislation, frequently asked questions arising from COVID-19, including:

  • the impact of market volatility on retirement plans,
  • managing investment decisions and potential liquidity concerns,
  • CARES Act retirement plan provisions and pivots in response to COVID-19, and
  • the SECURE Act and other legislative insights.

Webinar Length: 1 hour, 1 minute

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Fiduciary Presenters

Disclaimer

For Institutional Use Only. Not for Public Distribution.

Consulting and insurance brokerage services to be provided by Gallagher Benefit Services, Inc. and/or its affiliate Gallagher Benefit Services (Canada) Group Inc. Gallagher Benefit Services, Inc., a non-investment firm and subsidiary of Arthur J. Gallagher & Co., is a licensed insurance agency that does business in California as “Gallagher Benefit Services of California Insurance Services” and in Massachusetts as “Gallagher Benefit Insurance Services.” Certain appropriately licensed individuals of Arthur J. Gallagher & Co. subsidiaries or affiliates offer securities through Kestra Investment Services, LLC (KestraIS), member FINRA/SIPC and or investment advisory services through Kestra Advisory Services, LLC (KestraAS), an affiliate of KestraIS. Neither KestraIS nor KestraAS is affiliated with Arthur J. Gallagher & Co., or Gallagher Benefit Services, Inc. Neither KestraAS, KestraIS, Arthur J. Gallagher & Co., nor their affiliates provide accounting, legal, or tax advice. GBS/Kestra-CD(353190)(exp072021)