Events & Webcasts

PLANSPONSOR National Conference

Renaissance Hotel, Washington D.C.
Jun 07 - 09, 2017
Achieving Excellence in Plan Governance While Maximizing Plan Performance

The retirement plan industry is under a microscope, and plan sponsors need help crafting plans that meet the needs of their unique work force while having proper corporate governance that meets all fiduciary requirements. The PLANSPONSOR National Conference (PSNC) continues to deliver the most productive event in getting plan sponsors, retirement plan advisers and retirement plan industry providers together to discuss practical, collaborative solutions. This year’s conference will help you identify key priorities for retirement plan success and will cover topics relevant to plans of all sizes and across all areas of administration—whether you come from the finance or a human resources (HR) department, from an investment or an administrative committee. We look forward to seeing you in Washington this June.

Click here to register

Featured Speaker: Dr. Punam A. Keller

June 7th, 2017

Dr. Punam A. Keller is a behavior change expert who works with companies, foundations, and government agencies that are interested in changing employees’ health and saving behaviors. Her work has included developing retirement saving initiatives by which state employers, recordkeepers and plan sponsors can better engage their plan participants and spur them to save. Drawing from behavioral economics, she helped 2017 PLANSPONSOR Plan Sponsor of the Year finalist Ohio Deferred Compensation, revamp its EZ-enrollment and SMarT auto-deferral-increase-enrollment forms. The result: Forms are shorter and easier to understand—and more participants are taking actions.

DC and DB Plan Pre-Conference Workshops

June 7th, 3:00 - 4:00 p.m. ET

New to the business and want to learn some of the basics of defined contribution (DC) or defined benefit (DB) plan regulations and administrative responsibilities? Or not new to the business but want a refresher? The morning before the conference starts, PLANSPONSOR is hosting two pre-conference workshops: DC Plan Boot Camp and Best Practices in DB Plan Administration to offer offer additional educational opportunities for those plan sponsors who are looking to enhance their conference experience. The DC Plan Boot Camp will review the fundamental rules of retirement plans, specifically the Employee Retirement Income Security Act, as well as fiduciary responsibilities. It will also review some of the recent fee disclosure regulations and discuss best practices for running a DC plan and maintaining its investment menu. For those who want to focus on their DB plans, the Best Practices in DB Plan Administration workshop will address the current regulatory environment—including topics such as funding requirements and PBGC issues—as well as discussing trends in both investing and de-risking.

Women in Pensions Network Event

June 7th, 10:30-12:30 pm ET

The Women in Pensions Network (WiPN) is pleased to announce our PLANSPONSOR National Conference networking event in Washington, DC on June 7th. There will be networking opportunities and socializing along with refreshments for all advisers and service providers that attend. Please signify on the registration page that you would like to participate.

Sponsorship Information
Mike Garity | (617) 670-4710 |

General Information
Carol Popkins | (203) 595-3282 |