Retirement Income
Employee Financial Wellness
Day 1
Day 2
Day 3
Print Agenda

Retirement Income Workshop

  1. 8:00 – 9:00 a.m.

    Breakfast and Registration

  2. 9:00 – 9:10 a.m.

    Opening Remarks

  3. 9:10 – 10:00 a.m.

    Elements of Retirement Spending and Income
    Hear what research shows about retirement spending. Learn how to help participants determine their spending needs, alert them to health care costs in retirement and educate them about Social Security and Medicare.

  4. 10:00 – 11:00 a.m.

    Retirement Income Product Landscape
    Experts will define and explain the array of options plan sponsors have for helping participants create income in retirement. They will discuss the requirements for selecting retirement income products and solutions and share tips for making the best choices for participants.

  5. 11:00 – 11:10 a.m.

    Break

  6. 11:10 a.m. – 12:00 p.m.

    The Retirement Tier
    A retirement tier is a range of products, solutions (including investments), tools and services to support participants who are near, entering or in retirement. Learn optimal strategies for creating a retirement tier in your retirement program.

Employee Financial Wellness Workshop

  1. 8:00 – 9:00 a.m.

    Breakfast and Registration

  2. 9:00 – 9:10 a.m.

    Opening Remarks

  3. 9:10 – 10:00 a.m.

    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.

  4. 10:00 – 11:00 a.m.

    Considering Financial Wellness in Retirement Plan Design
    From features that have been available for years to new plan design options provided by the SECURE 2.0 Act, hear how to optimize your plan design to best meet employees’ financial wellness needs.

  5. 11:00 – 11:10 a.m.

    Break

  6. 11:10 a.m. – 12:00 p.m.

    How Voluntary Benefits Fit
    From a variety of voluntary benefits, how do you choose what’s on your benefits menu? Learn what others have done.

Day 1

  1. 12:00 – 1:00 p.m.

    Lunch and Registration

  2. 1:00 – 1:10 p.m.

    Opening Remarks

  3. 1:10 – 2:00 p.m.

    State of the Retirement Plan Industry
    Representatives from the retirement plan ecosystem talk about developments in the industry, what’s in flux and what the future might hold.

  4. 2:00 – 3:00 p.m.

    SECURE 2.0 Implementation
    Experts will discuss the guidance issued since the passage of the SECURE 2.0 Act and what plan sponsors must do to prepare for deadlines and to implement provisions of the sweeping law.

  5. 3:00 – 3:15 p.m.

    Break

  6. 3:15 – 4:15 p.m.

    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 both a committee and procedures to achieve excellent plan governance.

  7. 4:15 – 5:15 p.m.

    Keynote

  8. 5:30 – 6:30 p.m.

    Cocktail Reception

  9. 6:30 p.m.

    Excellence in Retirement Awards

Day 2

  1. 7:00 – 8:15 a.m.

    Breakfast

  2. 8:20 – 8:30 a.m.

    Opening Remarks

  3. 8:30 – 9:30 a.m.

    Washington Update
    Experts take a deep dive into the latest retirement plan-related legislation, regulations and litigation, offering practical lessons for plan sponsors.

  4. 9:30 – 10:15 a.m.

    Case Study

  5. 10:15 – 10:45 a.m.

    Break

  6. 10:50 – 11:50 a.m.

    Breakouts

    1. Cleaning Up Your DC Plan
      Maintaining accurate plan documents and participant census data is crucial for the effective administration of retirement plans. Learn optimal practices for retirement plans during mergers and acquisitions, as well as tips for maintaining accuracy when consolidating or changing providers. Attendees will gain insights on how to navigate common challenges, avoid compliance pitfalls and ensure smooth transitions that benefit both plan sponsors and participants.
    2. 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. A panel will discuss decisions about qualified default investment alternatives, the use of passive and active funds, managed accounts, hybrid QDIAs, collective investment trusts and more.
    3. DB Plan Maintenance
      Learn how sponsors of DB plans can enhance plan maintenance, plus considerations for including DB plans in the total retirement planning picture.
  7. 11:55 a.m. – 12:25 p.m.

    Breakouts

    1. Equity in Retirement Benefits
      How to provide retirement and financial wellness programs that benefit all employee groups.
    2. Communicating About Investments
      Learn how to give participants a basic understanding of investment options, talk them through market volatility and communicate at key life stages about investment changes.
    3. Fixing Common Mistakes
      Hear the most common mistakes fiduciaries make and the details of programs and fixes that have either been prescribed by the IRS or become best practices. Experts will offer tips and strategies for having a good defense for potential regulator inquiries and litigation.
  8. 12:30 – 1:30 p.m.

    Lunch

  9. 1:30 – 2:30 p.m.

    Main Stage

  10. 2:35 – 3:05 p.m.

    Breakouts

  11. 3:05 – 3:30 p.m.

    Break

  12. 3:30 – 4:30 p.m.

    Breakouts

    1. Practical Lessons From Plan Sponsors
      Award-winning plan sponsors share ways they’ve improved their plans and challenges they’ve overcome.
    2. Benchmarking Investments and Fees
      Experts will 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.
    3. Applying a Fiduciary Standard to Health Care Benefits
      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. Learn how to apply fiduciary processes and transparency to health care, as you have for your retirement plan.
  13. 4:30 – 5:20 p.m.

    Workshops

  14. 5:30 – 7:30 p.m.

    Themed Party

Day 3

  1. 7:30 – 8:50 a.m.

    Breakfast

  2. 8:00 – 9:00 a.m.

    Plan Sponsor Idea Exchanges

  3. 9:00 – 9:10 a.m.

    Opening Remarks

  4. 9:10 – 10:10 a.m.

    I Survived an Audit
    Hear about the experiences of plan sponsors that have been through IRS or DOL audits.

  5. 10:10 – 10:30 a.m.

    Break

  6. 10:30 – 11:15 a.m.

    How to Recognize Elder Financial Abuse or Fraud Among Your Employee Base
    What responsibilities do plan sponsors have to protect participant accounts from fraud? As more retirees are leaving their balances in plans, do plan sponsors know how to spot signs of financial abuse? An expert will discuss how to recognize financial abuse or fraud and what to do about it.

  7. 11:15 a.m. – 12:00 p.m.

    Insights From PLANSPONSOR’s Participant Survey
    Find out what retirement plan participants and non-participants think, according to findings of the 2024 PLANSPONSOR Participant Survey.

  8. 12:00 p.m.

    To-go lunch