Francis Investment Counsel has rebranded and is now known as Francis LLC. The Fiduciary Advice @ Work Podcast discusses the latest retirement plan industry trends and issues affecting plan fiduciaries.
Francis LLC's Fiduciary Advice @ Work Podcast
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14 episodes
Updated Daily
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Podcast Overview
Francis Investment Counsel has rebranded and is now known as Francis LLC. The Fiduciary Advice @ Work Podcast discusses the latest retirement plan industry trends and issues affecting plan fiduciaries.
Language
🇺🇲
Publishing Since
10/7/2019
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Recent Episodes
September 28, 2022
Marquette University: Plan Sponsor Insights (Part 3 of 3) – Securing Plan Assets and Participant Data
<p>Ensuring Adherence to Plan Documents. In the third and final part of this three-part conversation, Marquette University's Claudia Paetsch (Vice President for Human Resources) and Jessica Franken (Associate General Counsel) discuss the steps they’ve taken to improve their operational controls and cybersecurity practices.</p> <p>During this episode, we cover:</p> <p>· Performing operational review on plan document provisions (2:00)</p> <p>· Perception of plan operation vs. Intention of plan documents (7:43)</p> <p>· Ensuring security of assets and accounts and privacy with participant information (11:01)</p> <p>· Marquette’s meaningful changes to employee retirement benefit (17:14)</p> <p>Learn more at https://www.francisinvco.com/.</p>
September 28, 2022
Marquette University: Plan Sponsor Insights (Part 2 of 3) – Monitoring Plan Costs
<p>Monitoring Plan Costs. In part two of this three-part conversation, Claudia Paetsch (Vice President for Human Resources) and Jessica Franken (Associate General Counsel) discuss the effective steps they’ve taken to better manage and ultimately reduce Marquette’s plan costs.</p> <p>During this episode, we cover:</p> <p>· What has contributed to Marquette’s great ability to monitor plan costs over the years and how Francis has contributed (1:50)</p> <p>· Asset-based vs. Participant-based fee methods (3:44)</p> <p>· Participant-focused approach to paying service provider (7:58)</p> <p>· Wisdom for peers at other institutions (14:50)</p> <p>Learn more at https://www.francisinvco.com/.</p>
September 28, 2022
Marquette University: Plan Sponsor Insights (Part 1 of 3) – Improving Governance Documents
<p>Improving Governance Documents. Get first-hand plan sponsor insights from Marquette University. In part one of this three-part conversation, we hear from Claudia Paetsch (Vice President for Human Resources) and Jessica Franken (Associate General Counsel) as we discuss the important steps they’ve taken to improve their plan governance documents and their administrative procedures.</p> <p>During this episode, we cover:</p> <p>· Need for independent advisor for Retirement Plan Committee (1:24)</p> <p>· Typical growth areas for governance documents (3:34)</p> <p>· What initiatives are coming up next to improve Marquette’s retirement plan benefit (8:45)</p> <p>· Operational audit of communication from recordkeeper (14:00)</p> <p>· Meaningful changes to Marquette’s retirement benefit (16:38)</p> <p>Learn more at https://www.francisinvco.com/.</p>
14 total episodes available
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- What is Francis LLC's Fiduciary Advice @ Work Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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