A panel of experts 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.

Join CAPTRUST for a practical discussion on managing fiduciary risk with greater clarity, consistency, and confidence. Learn how plan sponsors can strengthen governance, improve committee oversight, avoid common pitfalls, and translate fiduciary principles into sound, defensible decisions that support participants' best interests.

Join Newport and PLANSPONSOR for an advanced view of the results from our latest nonqualified deferred compensation (NQDC) plan survey. We’ll highlight what plan sponsors see as the most significant shifts—from why they offer these plans to financing trends. NQDC experts will offer practical guidance on how to apply the findings to strengthen plan effectiveness, enhance competitiveness, and drive greater employee engagement. Whether you’re a plan sponsor or a financial advisor, this session will equip you with practical ideas to support your data-driven strategic decisions.

Retirement plan risks often emerge through subtle operational signals before becoming larger issues. In this webinar, Aon experts discuss how plan sponsors can strengthen governance, improve oversight, leverage data more effectively, evaluate innovation, and enhance accountability to identify risks earlier, support better decisions, and improve participant outcomes.

With four generations of workers in most workplaces, employers are dealing with employees with multiple retirement concerns. At the top of the list is Social Security. Baby Boomers and Gen Xers are increasingly concerned about the long-term stability of Social Security, while Millennials and Gen Zers are unsure if Social Security will be there for them. Misunderstandings about the program are widespread and can sometimes lead employees to make decisions they may later reconsider. The implications are far-reaching. • Too few employees are saving enough for the reality of a 30-year retirement. • Others are staying on the job too long. • Older retirees find they need to return to work. In this webinar sponsored by Corebridge Financial, employers will gain insights to help break through the information swirling about Social Security. And will get ideas to help more employees create better retirement outcomes.

JW Marriott Nashville, Tennessee

In the 2026 PLANSPONSOR Roadmap: Health Benefit Fiduciary Duties livestream series, leading experts will deliver practical guidance and resources to help plan sponsors and advisers understand and implement CAA provisions; confidently meet fiduciary responsibilities; and build robust processes aligned with ERISA requirements.

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.

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.

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.