October 10, 2023

1. 12:30p.m. – 1:20p.m.

   SECURE 2.0 GPS
   Experts will review the timeline for effective dates of SECURE 2.0 provisions, give updates on regulatory actions and discuss how plan sponsors can best comply with the law.
   Moderator
   Rebecca Moore, Managing Editor of Custom Content, PLANSPONSOR
   Panelists
   Summer Conley, Partner, Faegre Drinker Biddle & Reath
   Jared Butler, Senior ERISA Consultant, Institutional Investor Group, Vanguard Strategic Retirement Consulting (SRC) 
   Catherine (Cat) Ellis, Institutional Adviser, CAPTRUST
   

2. 1:20p.m. - 1:40p.m.

   Break

3. 1:40p.m. – 2:30p.m.

   The Financial Security Journey
   Explore themes to focus on in your 2024 financial wellness efforts, how to decide which elements to offer and how to implement them. Panelists will also discuss formal education policies and how to decide if you need one.
   Moderator
   Alex Ortolani, Editor, PLANADVISER Digital
   Panelists
   Jake Spiegel, Research Associate, Employee Benefit Research Institute (EBRI)
   Monica De Agostino, HR Manager – Benefits, Compensation & HRIS, MRIGlobal
   Jeff Petrone, Managing Director, SageView Advisory Group
   

4. 2:35p.m. – 3:25p.m.

   Check Your Demographic Mirrors
   Just like your car mirrors can offer insights on driver actions and your next move, your participant demographics can help you with key retirement plan decisions. Explore how demographics affect plan design, investments, communications, financial wellness, etc.
   Moderator
   Amy Resnick, Executive Editor, PLANSPONSOR
   Panelists
   Bridget Bearden, Research & Development Strategist, Employee Benefit Research Institute (EBRI)
   Pam Hess, Executive Director, DCIIA Retirement Research Center