PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – Data and Documents
Panelists discuss why data, and access to data, are important to the fiduciary process for a health care plan, followed...
Multimedia Archive
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties – A CAA Overview
Experts provide an overview of the requirements of the Consolidated Appropriations Act and how these have sparked a new wave...
PLANSPONSOR Roadmap: SECURE 2.0 – Special Considerations for 403(b) Plans
As more provisions from the SECURE 2.0 Act of 2022 go into effect, 403(b) plan sponsors face new challenges implementing...
PLANSPONSOR Roadmap: SECURE 2.0 – Student Loan Matching and Educational Benefits
The SECURE 2.0 Act of 2022 offered employers the chance to match employees' student loan repayments with retirement plan contributions....
PLANSPONSOR Roadmap: SECURE 2.0 – Catch-Up Provisions
While plan sponsors now have the option to offer “super catch-up” contributions to their employees aged 60 to 63 under...
A Conversation with PLANSPONSOR
Based in Phoenix, OneAZ Credit Union was a finalist this year for PLANSPONSOR of the Year in the Total Retirement Offering...
A Conversation with PLANSPONSOR
The manufacturing company based in Canton, Ohio, received a Plan Sponsor of the Year Award in the Corporate Defined Contribution
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...
I Survived an Audit
Hear about the experiences of plan sponsors that have been through IRS and/or DOL audits.
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...
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 —...
Sponsored by ADP
“Executive” Decisions
Do you offer a nonqualified deferred compensation plan for executives or are you considering doing so? Learn about trends in...
Sponsored by Newport, an Ascensus company
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...
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.
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...
AI in the Retirement Industry
Explore the potential use of artificial intelligence to improve retirement plan and participant outcomes in this engaging session.