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Please click here for latest news about our 2020 PLANSPONSOR National Conference.

Working together for better financial futures.

With the unprecedented events of this year, the retirement plan community needs to work together to help individuals with their future finances now more than ever. PLANSPONSOR is excited to bring together a unique cross section of the retirement plan industry in its first virtual PLANSPONSOR National Conference! From wherever you work, you can enjoy discussions among your plan sponsor peers, retirement plan advisers and providers, and legislative and legal experts about ways to continue to build plans and financial wellness programs that improve the outcomes of your unique workforce while implementing proper corporate governance to manage fiduciary duties.

From September 21 through September 25, plan sponsors will hear how peers are addressing specific challenges, especially in this unparalleled time, and advisers will get a multi-dimensional view of the challenges clients face to inform better solutions. Through state of the art technology, attendees will be able to join in discussing practical, creative solutions and have their questions answered by industry experts. In our virtual exhibit hall, attendees may interact with plan providers, obtain additional information to help build plans of excellence and participate in some fun giveaways.

While earning continuing education credits, all attendees will hear the latest about topics such as:

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

Whether you are new as a retirement plan sponsor or have years of experience, whether you work on the finance, treasury or human resource (HR) side of the plan, and whether your workforce has been hit hard by the events of this year or fared relatively well, the 2020 PLANSPONSOR National Conference has something for you! Join us live from September 21 through September 25!

agenda

Please note that all times below are listed in EDT (UTC−04:00).

Day 1
Day 2
Day 3
Day 4
Day 5

Day 1

  1. 11:00 am – 12:00 pm

    Opening Keynote? What’s Next?

    This has been an unprecendented year for America and for the retirement plan industry. Join us for a discussion about what changes plan sponsors are experiencing, what may change after the election, the new issues to which they need to turn their attention and what should remain “business as normal,” as well as how to handle the stress.

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    Legislative and Regulatory Update Part 1:

    Leading attorneys explain regulations and legislation issued and passed as a result of the COVID-19 pandemic relating to retirement plan administration. Plan sponsors will learn what they need to know and what decisions they need to make. Come to this session with your questions!

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  4. 1:30 pm – 2:15 pm

    Sponsored Workshop

  5. 2:15 pm – 3:00 pm

    Lunch Break
    (visit Exhibit Hall)

  6. 3:00 pm – 4:00 pm

    Top Trends

    Retirement industry executives will share their opinions and perspectives about what’s next for the retirement plan industry, as well as answer YOUR questions. With the effects of the COVID-19 pandemic still being felt, new developments such as the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and anticipation about upcoming elections and potential political shifts, this year’s town hall is sure to be even more anticipated, exciting and well-received than last year’s!

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  7. 4:00 pm – 4:30 pm

    Refreshment Break

  8. 4:30 pm – 5:30 pm

    New Thoughts About QDIAs

    The industry is recognizing a need for personalization of QDIAs using more participant inputs. Should plan sponsors consider using a managed account as their QDIA, or perhaps a hybrid option? Would new target-date fund (TDF) designs be better for participants? When would a balanced fund make sense as the QDIA? The Department of Labor (DOL) has issued an Information Letter sanctioning the use of private equity in asset allocation vehicles. What should plan sponsors consider when determining if private equity is right for their plan?

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Day 2

  1. 11:00 am – 12:00 pm

    Time to Get Serious About ESG?

    Shutdown orders during the COVID-19 pandemic provided support for the issues of climate change. The pandemic and images of injustice in America revealed disparities among different demographic groups. There is pressure to address climate change and to support social justice measures. Retirement plan participants may have a stronger desire to “vote with their feet” so to speak and have an increased interest in environmental, social and governance (ESG) investing? What should plan sponsors factor into their decisions about ESG investments, and do they have a fiduciary duty to consider them?

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    Legislative and Regulatory Update Part II:

    Leading attorneys explain regulations and legislation from Washington, D.C., and state capitals across the U.S., including the Department of Labor’s (DOL’s) e-disclosure rule. In addition, highlights of significant court cases will be discussed.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  4. 1:30 pm – 2:15 pm

    Sponsored Workshop

  5. 2:15 pm – 3:00 pm

    Lunch Break
    (visit Exhibit Hall)

  6. 3:00 pm – 4:00 pm

    Case Study

  7. 4:00 pm – 4:30 pm

    Refreshment Break

  8. 4:30 pm – 5:30 pm

    Duties With Regard to Annuities

    The market plunge this year shined a light on the need to protect the savings of participants who are close to retirement. What exactly does the SECURE Act say about the safe harbor for selecting lifetime income products for defined contribution (DC) plans? What duties do plan sponsors have in the selection? And what are the differences in the types of products plan sponsors will be considering?

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Day 3

  1. 11:00 am – 12:00 pm

    Addressing Employees’ Student Loan Debt

    Plan sponsors are recognizing that many employees have student loan debt that is causing financial stress and getting in the way of saving for retirement, and they are finding ways to help employees with this. Learn why helping with student loan debt can improve retirement savings outcomes and how to help.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    The Importance of Social Security Education for Participants

    According to the Social Security Administration’s website, Social Security will replace about 40% of an employee’s pre-retirement income after retirement, so it is an important part of retirement planning. To educate employees, plan sponsors must understand Social Security themselves. And while general education is helpful, getting personal will help employees establish a plan for income in retirement.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  4. 1:30 pm – 2:15 pm

    Sponsored Workshop

  5. 2:15 pm – 3:00 pm

    Lunch Break
    (visit Exhibit Hall)

  6. 3:00 pm – 4:00 pm

    Keynote

  7. 4:00 pm – 4:30 pm

    Refreshment Break

  8. 4:30 pm – 5:30 pm

    Stopping the Unexpected From Hurting Financial Futures

    The events of this year have shined a light on how unprepared financially many Americans are for a sudden setback. Financial wellness programs may teach participants about the importance of saving for emergencies, but are they provided with actionable steps to do so? Learn how participants’ emergency savings needs can be addressed via in-plan options, provider solutions and resources separate from plans and providers.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Day 4

  1. 11:00 am – 12:00 pm

    Moving the Investment Menu Beyond Mutual Funds

    Investments such as collective trusts, separate accounts and exchange-traded funds (ETFs) tend to have lower expense ratios than mutual funds. How do these options work, why are they less expensive and should plan sponsors consider them for their investment lineups? On the fixed income side, what role can stable value play in the investment menu?

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    Evaluating Service Providers

    Plan sponsors can take stock and evaluate how much help they received as they went through, or continue to go through, a challenging period. Did your partners support your plans and participants, or were you anxious for more assistance and guidance? If so, maybe its time to look for a new provider or adviser partner. This panel will help you envision what that looks like.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  4. 1:30 pm – 2:15 pm

    Sponsored Workshop

  5. 2:15 pm – 3:00 pm

    Lunch Break
    (visit Exhibit Hall)

  6. 3:00 pm – 4:00 pm

    Case Study

  7. 4:00 pm – 4:30 pm

    Refreshment Break

  8. 4:30 pm – 5:30 pm

    Creating Income Streams for Participants

    Annuities have a place in defined contribution (DC) retirement plans, but they are not the only option for offering income to retired participants. Learn about evaluating different investment solutions and plan design options for helping DC plan participants create lifetime income, as well as advice and communications strategies.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Day 5

  1. 11:00 am – 12:00 pm

    Considering Health Expenses in Retirement Planning

    Current health care expenses can detract from financial wellness and savings for retirement. Future health care expenses can affect a retirees’ lifestyle. Learn how to address participants’ health and health expenses in communications about retirement security, and how health savings accounts (HSAs) can play a role in planning for retirement.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    Lessons to Improve Plan Committees and Governance

    Having a retirement plan committee that reflects the diversity of your participant population can offer helpful insights. Learn what lessons plan sponsors can gain from plan and participant data, as well as from litigation and court decisions, to improve plan committee structure and plan governance.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

  4. 1:30 pm – 3:00 pm

    Lunch Break
    (visit Exhibit Hall)

  5. 3:00 pm – 4:00 pm

    Case Study

  6. 4:00 pm – 4:30 pm

    Refreshment Break

  7. 4:30 pm – 5:30 pm

    Retirement Plan Cybersecurity

    New lawsuits and the new remote work environment, have increased the need for retirement plan sponsors to have strong cybersecurity defenses. Learn what regulations about cybersecurity affect plan sponsors and providers, what plan sponsors’ fiduciary duties are with respect to evaluating provider processes and how to encourage participants to do their part in keeping data and accounts secure.

    This program has been accepted by CFP Board.

    Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

    HRCI seal

    The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

psnc19-continuing-education-icon

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

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

photos

Selection of photos from the 2019 PLANSPONSOR National Conference.

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FAQ

Who can attend the conference?

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.

I need approval by my company to attend the event. Can you send me why I should attend?

Yes, please click here to download the “Why you should attend PSNC” collateral.

Do you offer CE 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. Any additional questions, please contact Melissa Groccia at Melissa.Groccia@issmediasolutions.com.

I need another designation for my CE credits. How do I obtain collateral for other designations?

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.

How can I get information for sponsorships?

Please contact Katie Bacon by calling 203-595-3184 or 203-249-3360 or e-mailing Katie.Bacon@issmediasolutions.com.

Still have questions?

Please contact Carol Popkins by calling 203-461-0985 or e-mailing Carol.Popkins@issmediasolutions.com.