The Department of Labor’s proposed rule, Fiduciary Duties in Selecting Designated Investment Alternatives, could reshape how plan sponsors and fiduciaries evaluate investment options in participant-directed Defined Contribution plans. This session is designed for professionals who want to understand the proposal’s implications for plan investment selection, oversight, and QDIA decision-making.

Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

As financial stress continues to affect employees and employers alike, emergency savings benefits are emerging as a practical solution. Discover why leading employers are adopting these programs and how they can help employees build financial security while supporting key business and workforce objectives.

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.

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.