Hot Topics for Plan Sponsors Podcast

Hot Topics for Plan Sponsors

UBS advisor podcasts
The goal of this series is to help retirement plan sponsors maximize their fiduciary protection, to be good stewards, and to provide the foundation for their employees to become financially and emotionally prepared for retirement.
In-Plan Guaranteed Income Trends
A growing number of defined contribution participants are moving from accumulation of assets to withdrawal of funds at retirement. As a result, more plan sponsors are considering in-plan retirement income options. Yet the industry continues to evolve standards on how to best evaluate and select guaranteed income products according to plan preferences.
May 11, 2023
30 min
Voice of the American Worker
The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.
Sep 9, 2022
37 min
Inside the Minds of Plan Participants
American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.
Sep 7, 2022
26 min
Insights for Fiduciaries
Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
Sep 7, 2022
21 min
Cyber Fraud: An ERISA Introduction
Cyber Security is on the all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors.
Aug 8, 2022
36 min
Inside the Minds of Plan Participants
American workers path to retirement readiness got rocked by the pandemic's disruptions of the past two years. Confidence stumbled, but many workers display a surprising resilience in sticking with their savings. They know what they want from their retirement plans, and sponsors are now doing more that just listening.
Aug 4, 2022
24 min
ERISA Litigation Playbook
Employee Retirement Income Security Act lawsuits keep coming with few in-court resolutions—but loads of settlements. The majority of litigation is about plan sponsors not meeting their ERISA duties of prudence and loyalty. Listen as we discuss what those duties mean; what can be learned from court proceedings; and policies and procedures plan sponsors can use to comply with their duties.
Jul 7, 2022
41 min
Insights for Fiduciaries
Selected Areas of Potential Risk Exposure for ERISA Plan Fiduciaries and Service Providers
Jun 29, 2022
20 min
Voice of the American Worker
The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.
Jun 29, 2022
36 min