about

Event postponed to September 24 – 26, 2020, at the JW Marriott Orlando, Grande Lakes.

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 September 24 through 26, 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 JW Marriott in in Orlando, September 24 through 26!

Pre-Conference Workshops & Events

HSA Essentials

Thursday, Sept. 24, 2020, estimated start time 8:30 am
(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

Thursday, Sept. 24, 2020, estimated start time 8:30 am
(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.

 

Women in Pensions Network Event

Thursday, Sept. 24, 2020
10:30 am – 12:30 pm (before the start of PSNC)

The Women in Pensions Network (WiPN) is pleased to announce our PLANSPONSOR National Conference networking event in Orlando, FL on September 24. 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.

Come Join the Fun!

Welcome Party

Sept. 23, 6 pm – 8 pm

All guests who arrive on Wednesday, September 23 are welcome to attend the party! It will take place at Quench, from 6pm to 8pm.

Sponsored by Principal®.

Fun Run/Walk

Sept. 25, 7 am

PLANSPONSOR will host its first annual 5k Fun Run/Walk, at 7 a.m., September 25. All interested conference attendees are invited to meet at Primo restaurant’s outdoor garden for a scenic 5k run along the hotel property. Everyone receives a gift for participating, and top female and male runners will be given awards!

Please signify that you would like to participate on the registration page. If you are already registered, please email Rebecca Fahey to register for this activity.

 

Sunrise Yoga

Sept. 26, 7 am

We know you know the value of wellness! Come release any stress you may have, with Sunrise Yoga at 7 a.m., September 26. You’ll be provided with a towel, mat and water.

Please signify that you would like to participate on the registration page. If you are already registered, please email Rebecca Fahey to register for this activity.

agenda

Day 1
Day 2
Day 3

Day 1

  1. 12:00 pm – 1:30 pm

    Registration and Lunch

  2. 1:30 pm – 1:45 pm

    Opening Welcome Remarks

  3. 1:45 pm – 2:45 pm

    Town Hall

    Retirement industry executives will share their opinions and perspectives about forward-looking trends and pressing considerations for plan sponsors, as well as answer YOUR questions. With 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.

    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.

    Speaker:
    Morningstar

  4. 2:45 pm – 3:35 pm

    Legislative and Regulatory Update

    Leading attorneys explain regulations and legislation from Washington, D.C., and state capitals across the U.S., including provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act.

    This program has been accepted by CFP Board.

    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.

  5. 3:35 pm - 3:50 pm

    Coffee Break

  6. 3:50 pm - 4:35 pm

    Preparing for Audits and Correcting Mistakes

    Learn what triggers an audit by the Department of Labor (DOL) or the IRS. What documentation do plan sponsors need to have on file to prepare for a successful audit outcome? What are some common mistakes the DOL and IRS find, and what are the options for correcting them?

  7. 4:35 pm - 5:30 pm

    Case Study – Harvard research

    Sponsored by Fidelity

  8. 5:30 pm -7:30 pm

    Opening Night Kick-off Party Exhibit Hall

Day 2

  1. 7:30 am – 8:30 am

    Breakfast
    Exhibitor Hall

  2. 8:30 am – 8:45 am

    Opening Remarks

  3. 8:45 am – 9:30 am

    Case Study

    Sponsored by Prudential

  4. 9:35 am – 10:25 am

    Lessons to Improve Plan Committees and Governance

    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.

    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.

  5. 10:30 am - 10:50 am

    Coffee Break

  6. 10:55 am - 11:45 am

    SESSION 1

    Duties With Regard to Annuities

    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.

    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.


    SESSION 2

    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.

    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.


    SESSION 3

    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.

    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. 11:50 am – 12:20 pm

    SESSION 1

    Time to Get Serious About ESG?

    A desire to do good through investing and studies showing sustainable companies will produce more revenue are good reasons to consider offering environmental, social and governance (ESG) investments in retirement plan portfolios. Now there is increasing pressure to consider the role climate change will have on plan investments and vice versa. What should plan sponsors factor into their decisions about ESG investments, and do they have a fiduciary duty to consider them?
     

    SESSION 2

    Different Retirements for Different People

    Not all “retirees” want to stay home and kick their feet up—some are continuing work or starting new ventures. Learn how to evaluate participant demographics to determine different needs and how to use plan design and ideas for phased retirements to create a retirement plan that fits those needs.
     

    SESSION 3

    Stopping the Unexpected From Hurting Financial Futures

    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.

  8. 12:25 pm – 1:25 pm

    Lunch
    Exhibitor Hall

  9. 1:30 pm – 2:15 pm

    WORKSHOP 1
    Sponsored by MassMutual

    WORKSHOP 2
    Sponsored by Vanguard

    WORKSHOP 3 (sponsored)

  10. 2:20 pm – 3:10 pm

    SESSION 1

    Retirement Plan Cybersecurity

    Retirement plan sponsors need 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.

    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.


    SESSION 2

    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?

    This program has been accepted by CFP Board.

    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.


    SESSION 3

    Adding a Nonqualified Plan to Retirement Benefits Offerings

    Nonqualified deferred compensation (NQDC) plans are an important way to help highly paid employees save more annually for retirement than is permitted in a qualified retirement plan and can serve as a key incentive in recruiting and retaining top talent. Learn what NQDC plan design options plan sponsors have and what regulations govern these plans.

    This program has been accepted by CFP Board.

    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.

  11. 3:15 pm – 3:40 pm

    Coffee Break

  12. 3:40 pm – 4:10 pm

    SESSION 1

    Selecting and Monitoring Plan Advisers

    An analysis of advisers’ skills and services helps in finding those with higher skill sets and those who offer much more value for plan sponsors. And frequently monitoring a plan adviser’s filings with federal and state regulators should be a part of a plan sponsor’s duty to monitor plan providers.
     

    SESSION 2

    Figuring Out Fixed Income

    Fixed income investments remain valuable for defined benefit (DB) plans and defined contribution (DC) retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, new vehicles may need to be considered. Learn which fixed income strategies are recommended to improve returns and how to incorporate them into retirement plans.
     

    SESSION 3

    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.

  13. 4:15 pm – 5:00 pm

    Keynote
    Sponsored by Charles Schwab

  14. 5:00 pm - 6:00 pm

    Cocktail Party
    Exhibit Hall

  15. 7:00 pm - 9:00 pm

    Celebration!

Day 3

  1. 7:30 am – 8:30 am

    Breakfast and Plan Sponsor Confidential

    Discussions over breakfast will be led by PLANSPONSOR editorial staff. It is an opportunity for plan sponsors to network with peers and discuss what’s on their minds and how they will take what they heard over the conference back to their desks.

  2. 8:30 am – 8:45 am

    Opening Remarks

  3. 8:45 am – 9:30 am

    Case Study

    Sponsored by Transamerica

  4. 9:30 am – 10:15 am

    Guest Speaker

  5. 10:15 am – 10:45 am

    Coffee Break

  6. 10:45 am – 11:35 am

    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?

    This program has been accepted by CFP Board.

    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. 11:40 am – 12:30 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.

    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.

  8. 12:30 pm

    Lunch, Conference Closes

registration

Reserve your seat. Registration includes three 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

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, 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

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

JW Marriott Orlando, Grande Lakes

Hotel Accommodations: We reserved our block of rooms at the JW Marriott, Orlando, 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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FAQ

How do I register for the conference?

Please click here to register for the conference.

What is included in the registration cost?

Registration includes two and half day of conference sessions, all meals, materials and entertainment.

How do I book hotel accommodations?

We reserved our block of rooms at the JW Marriott, Orlando, Grande Lakes, at the low conference rate of $225 per night. Please click here to reserve your room now.

How can I extend my hotel reservations past room dates?

Please reach out to Rebecca Fahey at Rebecca.Fahey@issmediasolutions.com and she will assist you.

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 have transportation to and from the hotel?

Click here to receive discounted rates for airport transfers at Mears Transportation.

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.

Do you have any special discounts?

Please click here for discounted park passes.  Please click here for spa services discounts.

What is the conference attire?

The dress code for the conference is business.

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.