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Retirement Plan Management

Better answers, better outcomes


September 18, 2019

A series of retirement plan and retirement plan financial management blog posts and relatable podcasts.

Continued outsourcing is what is on the horizon for retirement plan sponsors.”

Laura Kelly | Senior Director, Willis Towers Watson

Willis Towers Watson is an established leader in retirement plan consulting and financial management and is pleased to offer you a series of timely blog posts and relatable podcasts. The issues discussed will help you manage current day while thinking about what’s next.

Episode 1: Trends Leading Pension Outsourcing: Co-Fiduciary Arrangements Discussion panel

Discussion panel – Dave Amendola, Bob Coury and Laura Kelly

Why are co-fiduciary arrangements appealing for plan sponsors? What components are most critical? Many organizations are facing an immediate or future knowledge gap for their pension program. Other organizations are broadening their benefits focus to include additional components of integrated wellbeing. Co-fiduciary models can offer plan sponsors welcome relief for day-to-day administration decisions and monitoring of pension plans, leaving sponsors time to allocate resources to current focus areas and business goals. In addition, plans entering into co-fiduciary arrangements are carefully reviewed, which can help proactively identify issues and prevent more complicated problems later.

Episode 2: Compliance Program Essentials: The Role of Operational Reviews

Discussion panel – Dave Amendola, Bob Coury and Diane Nowak

Retirement plan compliance is not a new topic; an independent audit is required for retirement plan sponsors as part of annual government filings. However, an operational review expands beyond compliance to evaluate both the plan and plan operations. This combination offers a more comprehensive level of risk mitigation. With the IRS determination letter program now discontinued, we are seeing an uptick in audits so this discussion comes at an opportune time.

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