Page 34 - American Vision Partners
P. 34
Retirement
Fiduciary resources
WASHINGTON Quarterly compliance newsletter gives plan sponsors a look a relevant compliance Lockton’s iduciary governance
UPDATE reminders as well as pertinent legislative updates and retirement trends. • Our iduciary governance program was
developed by Sam Henson, JD, Lockton’s
Senior ERISA Counsel and former DOL
Senior Plan Investigator. Our governance
RETIREMENT Ad-hoc alerts that allows an employer to be up-to-date on pending and current is customized to meet your speciic
GUIDANCE legislative and regulatory issues. needs based upon your organization’s
decision making, plan design, investment
menu design, and other unique iduciary
Highly detailed outline of all of your plan’s required noticed, distribution characteristics.
REQUIRED NOTICES requirements, due dates, and assignment of responsibility including follow-up
TRACKER • We provide our client committees with
alerts. charters, investment policy statements,
iduciary acknowledgments, training, as well
as reviewing executive and director liability
CUSTOMIZED Detailed overview of all plan-related compliance requirements, due dates, and insurance coverages.
COMPLIANCE CALENDAR assignment of responsibility. • In addition, you have direct access to our
ERISA counsel and compliance services,
to assist with plan design, corrections, and
DOL/IRS audit support.
American Vision Partners — Lockton: A collaborative Healthcare Practice review 34 Lockton Companies
Fiduciary resources
WASHINGTON Quarterly compliance newsletter gives plan sponsors a look a relevant compliance Lockton’s iduciary governance
UPDATE reminders as well as pertinent legislative updates and retirement trends. • Our iduciary governance program was
developed by Sam Henson, JD, Lockton’s
Senior ERISA Counsel and former DOL
Senior Plan Investigator. Our governance
RETIREMENT Ad-hoc alerts that allows an employer to be up-to-date on pending and current is customized to meet your speciic
GUIDANCE legislative and regulatory issues. needs based upon your organization’s
decision making, plan design, investment
menu design, and other unique iduciary
Highly detailed outline of all of your plan’s required noticed, distribution characteristics.
REQUIRED NOTICES requirements, due dates, and assignment of responsibility including follow-up
TRACKER • We provide our client committees with
alerts. charters, investment policy statements,
iduciary acknowledgments, training, as well
as reviewing executive and director liability
CUSTOMIZED Detailed overview of all plan-related compliance requirements, due dates, and insurance coverages.
COMPLIANCE CALENDAR assignment of responsibility. • In addition, you have direct access to our
ERISA counsel and compliance services,
to assist with plan design, corrections, and
DOL/IRS audit support.
American Vision Partners — Lockton: A collaborative Healthcare Practice review 34 Lockton Companies
