Events & Webcasts

2012 PLANSPONSOR National Conference

Fairmont, Chicago IL
Jun 04 - 06, 2012

June 4-6, 2012 | The Fairmont Hotel, Chicago, IL 

Now in its seventh year, the PLANSPONSOR National Conference remains a unique collaboration of plan sponsors, retirement plan advisers, and providers who are focused on understanding and applying the most-innovative plan design solutions available. The conference offers solutions for management and participants alike that can help them understand and take prudent steps towards reaching a financially secure retirement.

As a conference attendee, you will benefit from an agenda exclusively developed by the editors of the nation's leading publication about workplace retirement plans, and the expertise of the best minds in the industry.

Our 2012 panels highlight the following topics: 

  • Benchmarking participant outcomes
  • The latest regulation and legislation
  • What to do with your fee disclosures
  • Monitoring the fund menu
  • Fixing 403(b) plan mistakes

As well as discussions about latest developments in: 

  • Target-date funds
  • Retirement income
  • Investment advice
  • Pension risk transfer
Pre-conference 401(k) Boot Camp

Monday, June 4, 2012,

Again this year we are offering a special pre-conference 401(k) Boot Camp for those who are newer to working with 401(k) programs, or those who simply want to catch up. Please signify that you would like to participate on the registration page.  

KEYNOTE: Mark Iwry

Senior Advisor to the Secretary and Deputy Assistant Secretary (Retirement and Health Policy), U.S. Department of Treasury

J. Mark Iwry (pronounced “Eevry”) is Senior Advisor to the Secretary of the Treasury and is the Deputy Assistant Secretary (Tax Policy) for Retirement and Health Policy at the U.S. Treasury Department.  A principal architect of the Saver’s Credit to expand 401(k) and IRA coverage (claimed annually on some 6 million tax returns) and the “SIMPLE” 401(k)-type plan (covering an estimated 3 to 4 million workers), Mr. Iwry co-authored President Obama’s legislative proposal to expand coverage through automatic IRAs.  In the 1990s, he formulated and directed Treasury’s strategy to increase retirement saving by defining, approving and promoting 401(k) automatic enrollment (as well as automatic rollover to curtail pension leakage). 

FREE registration for plan sponsors!
Advisers/Consultants: $595
Register today to secure your space.

Note: Advisers who select 'yes' to the PRP question receive a discounted registration rate of $300  

To view the information and photo gallery from the 2011 event, click here. 

Sponsorship Information: Mike Garity | 203-979-3563 | 

General Information: Carol Popkins | 203-595-3282 |