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!
The Honorable Preston Rutledge
An Insider’s View of the DOL
Wednesday, September 23, 2020
Preston Rutledge is the former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). Mr. Rutledge, as the nation’s top pension regulator, oversaw an agency of over 800 employee benefits professionals in Washington, D.C. and thirteen regional offices throughout the United States.
Mr. Rutledge led the drafting and publication of guidance to implement retirement, health and workplace benefits policies, including rules governing Association Retirement Plans, electronic disclosure, 401(k) auto-portability, 401(k) private equity investment, the fiduciary advice rule and exemption, ESG, proxy voting, Health Reimbursement Arrangements, medical price transparency, surprise billing, and Association Health Plans. He also led EBSA’s response to the COVID-19 pandemic.
Please click here and view Preston Rutledge’s full bio in our Speakers section.
Please note that all times below are listed in EDT (UTC−04:00).
Registration is now closed.
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 firstname.lastname@example.org.
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.
For more information on sponsoring at the event, please contact Rob Reif at Robert.Reif@issmediasolutions.com / 203-258-6622.
Selection of photos from the 2019 PLANSPONSOR National Conference.
Who can attend the conference?
This event has been exclusively designed for plan sponsors and advisers/consultants. Providers (i.e. recordkeepers, 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 emailing Katie.Bacon@issmediasolutions.com.
Still have questions?
Please contact Carol Popkins by calling 203-461-0985 or emailing Carol.Popkins@issmediasolutions.com.