Past Events & Conferences

Loream Ipsum testing in-person events

Excerpt

-The Landscape of Retirement Income - Income Strategies & Approaches -What Participants Want, Survey Results, Solving for Decumulation -LifePath Paycheck, BlackRock’s approach - Plan Risk Mitigation when considering Income Options - A Review of Fiduciary Liability Insurance

At the close of last year, Congress passed and President Joe Biden signed the SECURE 2.0 Act of 2022, which builds upon the most significant retirement plan legislation in more than a decade, the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act. The new law contains 90 provisions aimed at modernizing the retirement system, encouraging creation of new retirement plans and easing administrative requirements, not to mention prompting plan participants to increase what they save. Most retirement plans will be affected in some way, including those for lower-income workers and small business staff. Join PLANSPONSOR, PLANADVISER and industry experts as we discuss: • The impact many provisions will have on plan sponsors and participants; • A timeline for the issuance of new rules and regulation effective dates; and • What actions plan sponsors must take now to comply with the law.

April 19-20, 2023 | Virtual Conference

How do plan sponsors determine the right goals for their plan or define plan success? How does this inform what plan sponsors measure and how often? What tools are available to benchmark retirement plans? These questions and more will be answered in the final webinar in PLANSPONSOR’s Plan Progress series for 2023.

Financial wellness has been the “buzzword” of the retirement plan industry for at least a decade now. Surveys have shown that many plan sponsors feel a responsibility to make sure their staff are financially well. Employees are hard-pressed to save for retirement when their short-term financial situations are not in order. But what does financial wellness mean? Join PLANSPONSOR for a discussion about how to define financial wellness for different workforces, the different options available to plan sponsors for offering financial wellness programs to employees and how to get employees to engage in financial wellness offerings.

Selecting and monitoring service providers is an Employee Retirement Income Security Act fiduciary duty for plan sponsors, and the service provider market keeps evolving via mergers and acquisitions. Plan sponsors need to do their due diligence not only for the initial selection of service providers, but also when there is a major change. Join PLANSPONSOR for a discussion about the changing provider landscape, what factors need to be considered in the selection and monitoring of service providers and plan advisers and tools that can be used both for searches and to document that sponsors have met their fiduciary duty.

April 19-20, 2023 | Virtual Conference

April 19-20, 2023 | Virtual Conference

March 8-9, 2023 | Virtual Conference