Join CAPTRUST and Wharton-Smith for a discussion on building and evolving a financial wellness strategy. Learn from their experience navigating challenges, engaging employees, and creating programs that support employee financial well-being while strengthening overall benefits outcomes.

Every defined contribution retirement plan sponsor faces a growing list of consequential investment decisions. Knowing what choices to consider, which questions truly matter and when action is warranted is more challenging than ever. Join PLANSPONSOR for discussions and resources from industry experts and plan sponsor peers that cut through the noise.

Over the past few years, employees have navigated a changing financial landscape as everyday costs—from household essentials to utilities, fuel, and technology—have continued to rise. These realities can make it more important than ever to balance today’s budget needs with long-term retirement goals.

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.

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.