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Administration July 2, 2024
2024 PLANSPONSOR National Conference On Demand
Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to help employees achieve positive financial outcomes.
Reported by PS
Understanding Plan Sponsors’ Fiduciary Duties
The Employee Retirement Income Security Act requires retirement plan fiduciaries to adhere to the duties of prudence and loyalty. What do these mean under ERISA? Experts provide a checklist.
Outsourcing and Provider Selection
Selecting plan providers is also a fiduciary responsibility under ERISA. This session will cover what to consider and evaluate when selecting recordkeepers, investment managers and advisers. Speakers explain each party’s responsibility in a 3(21) or 3(38) outsourcing arrangement.
Benchmarking Investments and Fees
Experts explain what factors to look at when benchmarking investments, as well as what benchmarks to use to ensure investments are prudent and fees are reasonable. The contentious issue of revenue sharing is also explained and discussed.
State of the Retirement Plan Industry
Alison Cooke Mintzer, Publisher, ISS Media, interviews Lisa M. Gomez, Assistant Secretary of Labor for the DOL’s Employee Benefits Security Administration, about recent developments in the retirement plan industry, what’s in flux and what the future might hold.
SECURE 2.0 Implementation
Experts discuss the guidance issued since passage of SECURE 2.0 and what plan sponsors must do to prepare for deadlines and implement provisions of the sweeping law.
Pillars of Financial Wellness
Learn how to define financial wellness for your employee base and what options plan sponsors have for offering financial wellness benefits. Hear stories of successful implementation from plan sponsor peers.
Keynote: The Resurging Workforce: Optimism and Expectations for the Future
Roger Gray shares insights from Bank of America’s Workplace Benefits Report covering everything from optimism in the workplace, to pay equity and steps employers can take to improve workplace wellness. Sponsored by Bank of America
The Benefits Spend: Costs and Decisions
Employers want to get the most bang for their buck when it comes to benefits. After considering industry benchmarks, the competitive landscape and employee preferences, the benefits budget is a key factor in what employers ultimately choose to offer. Hear research findings about the benefits employees value most, the average cost of benefits for employers and stories from some plan sponsors about how they decided to spend benefits dollars.
Precision in Protection: Using Guaranteed Lifetime Income and Managed Accounts to Improve Outcomes
Increased longevity, market uncertainty and inflation present a challenge to traditional retirement planning approaches. At the same time, the impact of these risks can vary dramatically based on the personal situation of each plan participant. In this session, we demonstrate how integrating guaranteed lifetime income within the managed account framework can improve outcomes by calibrating protection based on an individual’s needs and risk tolerances. Sponsored by Allianz Life Insurance Company of North America
Enhanced Engagement Efforts
Tips and optimal practices for getting employees to engage with financial wellness programs and retirement plans. Examples from plan sponsors and advisers.
Essential QDIA Considerations
The plan investment menu should meet the needs of all participants, from younger employees to those nearing or in retirement, as well as those with all levels of investment knowledge. Our panel discusses decisions about qualified default investment alternative selection, the use of passive and/or active funds, managed accounts, hybrid QDIAs, collective investment trusts and more.
Fixing Common Mistakes
Speakers discuss the most common mistakes fiduciaries make and the details of programs/fixes either prescribed by the IRS or that have become best practice. Experts offer tips and strategies for having a good defense for potential regulator inquiries and litigation.
Equity in Retirement Benefits
This session covers how to provide retirement and financial wellness programs that benefit all employee groups.
Breaking Down Invisible Barriers: What’s Standing Between Employees and Retirement Readiness?
Edelman Financial Engines, LLC dives into recent research conducted in partnership with Cerulli Associates that uncovers the invisible barriers that are inhibiting more widespread employee adoption of managed accounts, thus standing in the way of increased retirement readiness. To further bring these findings to life, Cerulli’s Director of Retirement Shawn O’Brien and personal finance journalist and best-selling author Jean Chatzky, moderate a panel of employees. Sponsored by Edelman Financial Engines, LLC
AI in the Retirement Industry
Explore the potential use of artificial intelligence to improve retirement plan and participant outcomes in this engaging session.
Applying a Fiduciary Standard to Health Care Benefits
Many retirement plan sponsors have made it a regular practice to monitor and benchmark all plan fees to ensure they are fair and reasonable for services provided. Now under the Consolidated Appropriations Act, all plan sponsors are now required to attest that their fees for health care plans are fair and reasonable for services provided. Now is the time to put in place a fiduciary process for your health care plans. Learn how to apply fiduciary responsibility and transparency to health care as you have for your retirement plan.
Secrets of Award-Winning Plan Sponsors
Plan Sponsor of the Year finalists and winners share ways they’ve improved their plans and challenges they’ve overcome.
The Health Care Piece of the Puzzle
The relationship between health care benefits, employee financial wellness and benefit budgets. How to balance the advantages of different health care benefits with the costs.
“Executive” Decisions
Do you offer a nonqualified deferred compensation plan for executives or are you considering doing so? Learn about trends in plan design and funding and about the role nonqualified plans can play in financial wellness and retirement readiness. Sponsored by Newport, an Ascensus company
SECURE 2.0: Putting It Into Practice
Some provisions from the SECURE 2.0 Act are already in effect — and many are still on the way — helping to expand access to employer-sponsored retirement benefits and increase retirement readiness for more American workers. SECURE 2.0 added many substantial incentives for employers to adopt or enhance a retirement plan and several changes that will help employees save for retirement. Employers continue to have questions and need to know how to move forward on important provisions. Sponsored by ADP
Creating Committees of Excellence
Committee setup, governing documents and training; meeting frequency, topics and documentation—this session will detail it all. Learn how to establish a committee and procedures to achieve excellence in plan governance.
I Survived an Audit
Hear about the experiences of plan sponsors that have been through IRS and/or DOL audits.
Elevating Employee Engagement & Wellbeing: The Power of Emotional Connections
Unlock the transformative potential of emotional connections in enhancing employee engagement and wellbeing. Explore the intersection of science, psychology and technology to build confidence and foster financial wellbeing. Discover practical strategies to leverage emotions for sustainable financial behaviors.
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