Presentations (5)
Criteria for Use of Civil Penalty Fund Monies for Consumer Education and Financial Literacy Programs Section 1017(d)(2) of the Consumer Financial Protection Act of 2010&am...
Finding a New Point of Equilibrium Plan sponsors’ definition of “value” from their retirement plans and providers is changing Plan sponsors are seeking ways to find the right balance between driving participant outcomes, reducing fiduciary liability and meeting company and plan needs—all at a price they can afford and are willing to pay. Barbara March,...
Case Study: Onboarding Business Challenge What is the definition of “done” for a retirement plan onboarding process? For many providers, the end is defined as assets = records, with the plan going “live”. Given the amount of pain that retirement providers and their customers typically experience with onboarding, we have teamed up with several of our...
Case Study: The Perfect Storm Business Challenge This large insurance company with over 3 million Participants has faced the “perfect storm” of ...
POINT of View Fixing a Broken Model How Recordkeepers and Sponsors can work together to repair the retirement industry by Barbara March While many great people and organizations are trying to solve America’s retirement challenge through legislative and investment product means, we at BridgePoint believe there is another part of the equation that must be addressed in order to build...
