about

Working together for better financial futures.

Created by the same people that provide digital and print content to inform plan sponsors of the latest trends and compliance issues, the annual PLANSPONSOR National Conference (PSNC) brings together a unique cross-section of the industry—plan sponsors, retirement plan advisers and providers, legislative and legal experts—as only an organization such as ours can do. On June 8 through 10, 2020, in beautiful Orlando, Florida, plan sponsors will receive insight and education that, as always, can help them build plans of excellence. Such plans improve the outcomes of the sponsor’s unique workforce while implementing proper corporate governance to manage fiduciary duties.

While earning continuing education credits, plan sponsors will hear what their peers are doing to address specific challenges—and get to join in discussing practical, creative solutions. And, plan advisers will get a multi-dimensional view of the challenges their clients face to inform better solutions.

All attendees will hear the latest as to:

  • trends and best practices;
  • ideas in retirement plan design;
  • investment options and solutions; and
  • legislative and regulatory changes.

Whether you are new as a retirement plan sponsor or have years’ experience—whether you work on the finance, treasury or human resource (HR) side of the plan—the 2020 PLANSPONSOR National Conference has something for you! Join us at the Ritz Carlton in Orlando, June 8 through 10!

Pre-Conference Workshops

HSA Essentials

Monday, June 8th, 2020 (Before the start of PSNC)

The HSA Essentials workshop is designed to educate plan sponsors currently offering, or considering offering, a plan, or advisers that want to be up-to-speed on these fast-growing benefit options. With their triple-tax-advantaged status and flexibility as both a short-term and long-term savings vehicle, HSAs are becoming part of not only the health benefits conversation, but retirement income.

This event is for plan sponsors and advisers. Please signify that you would like to participate on the registration page.

DC Plan Essentials

Monday, June 8th, 2020 (Before the start of PSNC)

The DC Plan Essentials workshop is designed to educate those who are new to 401(k) and 403(b) plans or for persons working with these plan types that want to be updated on best practices for plan design, administration and compliance before the main conference.

This event is for plan sponsors only. Please signify that you would like to participate on the registration page.

Activities & Events

Women in Pensions Network Event

Monday, June 8th, 2020 10:30 a.m. - 12:30 p.m.

The Women in Pensions Network (WiPN) is pleased to announce our PLANSPONSOR National Conference networking event in Orlando, FL on June 8th. There will be networking opportunities and socializing along with refreshments for all advisers and service providers that attend. Please signify on the registration page that you would like to participate.

registration

Reserve your seat. Registration includes two full days of conference sessions, all meals and materials.

Please note, this event has been exclusively designed for plan sponsors and advisers/consultants.
Providers (i.e. record keepers, asset managers, insurance companies) that are not sponsoring the conference will not be allowed to attend the conference.

Pricing

Plan Sponsors: Complimentary
Advisers/Consultants: Early Bird Rate—$195

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Continuing Education Credits

We pre-file for HR Certification Institute (HRCI), Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) for the 2020 PLANSPONSOR National Conference.

To receive continuing education credits, all attendees must sign in at the registration desk at the conference and complete a handout to verify their attendance. If you are looking for credits for another designation, please also stop by the registration desk for information on how to verify your attendance.

Any additional questions, please contact Melissa Groccia at melissa.groccia@issmediasolutions.com.

sponsors

Sponsors

Become a sponsor. Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors and retirement plan advisers.

Exhibitors

venue

The Ritz-Carlton Orlando, Grande Lakes

Hotel Accommodations: We have reserved a block of rooms at the Ritz-Carlton, Grande Lakes, at the low conference rate of $225 per night. Please click here to reserve your room now.

photos

Selection of photos from the 2019 PLANSPONSOR National Conference.

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