about
The annual PLANSPONSOR National Conference is the must-attend event of its kind, tailored to the needs of human resource and finance professionals responsible for administering employer-sponsored retirement plans. It brings together a unique cross section of the retirement plan industry—plan sponsors, advisers, providers, industry group representatives and legal experts—to deliver insightful discussions and engaging presentations.
The 2025 conference agenda will address a wide spectrum of crucial topics, including:
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Attendees will, as always, have ample opportunities to connect with peers, foster valuable networks and explore providers’ latest product and service innovations. All can join in celebrating the achievements of plan sponsors and providers at the annual Excellence in Retirement Awards dinner. |
Last Year’s Attendees Said:
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“Speakers were all excellent.” “Speakers were great, content fantastic, pages of takeaways. Thanks!!” “I spoke with plan sponsors and other consultants, and everyone was super engaged. I learned a lot from speakers and from interaction with others during free time and the integration events.” “This was a very well put together conference with every detail planned out perfectly. I enjoyed the topics and learned a lot that can be applied to my role. Thank you!” |
“I loved the panels, the social events and the location. Many thanks and congratulations to the PLANSPONSOR team on another great success!” “Loved the event. Thanks so much for the education, great food and the award!” “Great job on putting together a valuable conference. I really enjoy the roundtable discussions by employer type/size.” “Excellent session topics and convenient location with sufficient amenities in the hotel and nearby.” |
2025 PLANSPONSOR National Conference Begins In
Highlights Include…
Excellence in Retirement Awards
Wednesday, June 4, 2025
Plan sponsors and the recordkeepers, investment managers and retirement plan advisers and consultants that support them will set aside corporate goals and gather to cheer on each other’s success! The 2025 Plan Sponsor of the Year finalists will be recognized, and the winners announced. We’ll also recognize plan sponsors whose plans have earned the Best in Class 401(k) Plan designation, providers named DC Survey Standouts and provider staff chosen as Service Stars.
Check Out Our Advisory Board
Judy Bobilya-Feher – Chief Financial Officer, Aunt Millie’s Bakeries
Thayla Bohn – SVP, Corporate and Human Resources, American Fidelity Companies
Rachel Christman – Director, Total Rewards, Alaska Native Tribal Health Consortium
Monica DeAgostino – HR Manager – Benefits, Compensation & HRIS, MRIGlobal
Tonya Hamm – Executive Director of Plan Operations, Adventist Healthcare Retirement Plans
Josh Jessup – General Manager of Human Resources, Delta Air Lines
Brad Kadue – President, Precision Associates
Adelia Soremekun – Senior Director, Total Rewards, The Jackson Laboratory
registration
Registration is now open!
Pricing
Plan Sponsors – FREE if you book your room in our conference rooming block, otherwise, there will be a $155 registration fee
Advisers – $300 *If you register before April 18, you will receive the early bird rate of $150*
sponsors
Become a sponsor.
Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors and retirement plan advisers.
Sponsorship Information: Rob Reif | 212-217-6906 | Robert.Reif@ISSMediaSolutions.com
General Information: Carol Popkins | 203-461-0985 | Carol.Popkins@ISSMediaSolutions.com
venue
Chicago Marriott Downtown Magnificent Mile
540 Michigan Ave
Chicago, IL 60611
Hotel Accommodations:
Book now! We have reserved a block of rooms at the conference rate of $299.
photos
by Matt Kalinowski
