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Administration October 4, 2023
2023 PLANSPONSOR National Conference On Demand
Recorded sessions offer the insights and education on plan administration and compliance plan sponsors need to help employees create good financial outcomes.
Reported by PLANSPONSOR
Personalization in Benefits and Participant Advice
The retirement plan industry has been on the move toward personalization in investment recommendations, financial advice and decumulation designs, with the help of technology. Learn how advisers and providers are making the benefits experience more personal and how that is improving outcomes for participants.
State of the Retirement Plan Industry
Lisa Gomez, Assistant Secretary of Labor for the Employee Benefit Security Administration, discusses developments in the retirement plan industry, what’s in flux and what the future might hold.
SECURE 2.0 Lightning Round
Mark Iwry, previously Senior Advisor to the Secretary of the Treasury and the U.S. Treasury Department’s Deputy Assistant Secretary for national Retirement and Health Policy, answers questions about the 90 retirement and financial wellness provisions in the SECURE 2.0 Act.
Non-Intuitive Ways to Be a Good Fiduciary
So you think your processes put you in the best position to defend your actions as a fiduciary? There might be steps you’re not considering, even though some might be counterintuitive. Experts will explain the fundamentals of creating a good defense for enforcement inquiries and litigation.
What Participants Say
Hear findings from our annual survey of retirement plan participants and non-participants.
Navigating a New Era of Financial Wellness
Presented by Kevin F. Crain, Head of Retirement Research & Insights, Bank of America. Sponsored by Bank of America
Deconstructing Retirement Income Risks: A Case Study In Improving Outcomes
Presented by Joe Hendrickson, Vice President, Defined Contribution Distribution, Allianz Life Insurance Company of North America. Sponsored by Allianz
Missing Participants and Auto-Portability
Plan sponsors have longed for a sure solution to the issue of matching “missing” participants with their accounts. Experts will offer tips on processes and will discuss how SECURE 2.0’s auto-portability provisions might help.
Financial Wellness Methods
A panel discussion moderated by Chris Jamail, Chief Marketing Officer, TCG Services, a HUB International Company
Essential Considerations for DC Plan Investment Lineups
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 alternative selection, the use of passive and/or active funds, managed accounts and more.
Defined Benefit Plan Designs
Defined benefit plan consultants have reported a renewed interest in DB plans from sponsors. Some are considering thawing out frozen plans, and some are exploring new plan design to address employee retirement security. Experts discuss the options for plan sponsors.
Compliance Update
Attorneys will discuss rules, regulations and legislation that plan sponsors need to be aware of and how best to comply with them.
Are You inSUREed?
Learn what insurance ERISA requires for retirement plans and what qualifications insurers are looking for from plan sponsors in the current litigation environment. Speakers will also discuss the need for cybersecurity insurance and what to look for in a policy.