In this webinar, we’ll review findings from the annual PLANSPONSOR Defined Contribution Survey. Speakers will discuss ways to benchmark a DC plan to ensure it’s an important workforce attraction and retention tool. They will also address incorporating key plan design features that can improve employee retirement outcomes.
Who is a fiduciary to your retirement plan? What does it mean to be a fiduciary? These questions and more will be answered in this livestream series, intended to offer basic education about Employee Retirement Income Security Act fiduciary duties. Speakers will cover the duties of loyalty and prudence; the selection of retirement plan providers; investment selection; fee benchmarking and more. Attendees will gain actionable insights and tangible resources to help them or their plan sponsor clients develop processes that will keep them compliant with the law.
Besides findings from PLANSPONSOR’s annual Defined Benefit Administration Survey, our panel will discuss trends in the defined benefit plan sector. Speakers will also talk about ongoing management of DB plans—whether closed, frozen or active—and benchmarking DB plan providers. With many corporate DB plans now overfunded, the panel will also discuss ways that sponsoring companies can use their plan’s surplus.
The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. We’ll explore findings about respondents’ participation and saving decisions, retirement expectations and most-valued benefits. Speakers will suggest what the findings mean for retirement plan design, benefit offerings and participant engagement.
This webinar will explore the multifaceted value of Health Savings Accounts (HSAs) for both employers and employees, positioning them as more than just tools for healthcare spending. It highlights the unique triple tax advantage of HSAs which makes them a powerful and cost-effective benefit for organizations aiming to enhance employee financial wellness without increasing costs.
We will also emphasize immediate employee benefits such as tax savings, flexibility in covering a wide range of medical expenses, portability, and the absence of a “use it or lose it” rule.
Finally, we will address the importance of minimizing fees, as even small differences can significantly impact long-term savings. It encourages plan sponsors to evaluate HSA providers with the same rigor as 401(k) vendors and to focus on low-cost investment options.
What will it take to deliver protected retirement income that truly meets the needs of both plan sponsors and participants? That’s the question our speakers – Glenn Dial, Senior Retirement Strategist at American Century Investments, and Matt Wolniewicz, President of Income America – will tackle head-on. Drawing from American Century’s 12th Annual Retirement Survey, they’ll unpack the latest sentiment data and reveal critical disconnects and opportunities in retirement readiness. From behavioral insights to implementation strategies, Glenn and Matt will guide attendees through the practical realities of guaranteed income, equipping retirement professionals with the tools to better align plan design with participant needs.
What You’ll Learn:
Key takeaways from the 2025 Retirement Survey, including sentiment trends and priority gaps.
The mechanics of guaranteed income and how it fits into modern defined contribution plans.
Actionable strategies for sponsors to enhance retirement outcomes.
Whether you’re a plan sponsor, advisor, or industry stakeholder, this session can help you navigate the next chapter in protected retirement income.
This livestreamed event will explore the use of retirement income products and their availability for defined contribution plans. Experts will: share statistics on what plan sponsors offer and what participants take up; discuss strategies for adopting different products as tools to optimize retirement outcomes; and examine the marketplace for guaranteed income options, notably annuities. Topics will also include Social Security claiming strategies and Medicare.
Student debt is placing growing financial pressure on employees—and it’s directly impacting their ability to save for retirement. With the federal payment pause now over and broad forgiveness off the table, this stress is intensifying and showing up in the workplace. The time to act is now. Backed by Fidelity research, this session will explore how innovative student debt benefits can reduce stress, improve retirement readiness, and strengthen employee retention and productivity. Join us to learn why student debt benefits are more than a workplace perk—they’re a strategic investment in your people and your organization’s future.
In this livestreamed event, experts will discuss investment strategies for participants, specifically those 55 and older, to consider as they start contemplating retirement in earnest. Especially pertinent is how to invest the greater catch-up savings permitted for participants ages 60 through 63. Sessions will also delve into Social Security “bridging” strategies and the structure of the retirement “class” in a target-date fund.
Maintaining momentum for a successful future retirement seems to be more challenging than ever. Employees are looking to their plan sponsors for more support and direction to do a better job investing for their future. In this special financial wellness webinar sponsored by Corebridge Financial, you’ll get practical ideas and suggestions for:
Maintaining and strengthening plan health in light of current Social Security and Medicare changes
Working closely with your plan provider to develop robust and consistent education and communication outreach plans
Providing improved action items for your employees to maintain and build their financial wellness
HR and benefits leaders are facing increased pressure to align their retirement offerings with the wants and needs of the modern workforce. For employers like Pearson, accomplishing this required confronting the disconnect between student loan obligations and retirement readiness — and turning to data to make an informed decision. Join us for a behind-the-scenes look into how Pearson analyzed its own workforce data and industry financial wellness benchmarks to implement a strategic, SECURE Act 2.0-friendly student loan retirement match benefit.
You’ll hear directly from Pearson’s HR team about the data insights that drove their decision, how they made the business case for innovation, and how this new offering has impacted employee engagement. In this session, you’ll learn:
• Why traditional retirement benefits fall short across all employee cohorts in the modern workplace
• How Pearson used data to identify student debt as a leading barrier to retirement plan adoption and utilization
• Pearson’s journey to implement a student loan retirement match offering in compliance with the SECURE Act 2.0
• Key strategies to enable plan sponsors to modernize their benefits in 2025 and beyond
Sponsors have created and refined their fiduciary duties to retirement plans over the years, but how does this translate into processes for health benefit plans? Join us for a series of livestream sessions in April to learn more. Plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans.
Feeling overwhelmed by the changes and administrative efforts required by SECURE 2.0 regulations? Want insight into how your peers are managing? PLANSPONSOR can help! Join us for the first Roadmap series of 2025 in February and March. Gain education and resources from experts about SECURE 2.0 provisions and optimal ways to implement them.
