about
The PLANSPONSOR National Conference is the must-attend conference tailored for HR and finance professionals responsible for administering employer-sponsored retirement plans. The event is where industry luminaries, award-winning professionals, legal experts and other authorities convene to deliver insightful discussions and engaging presentations.
The conference agenda includes panels and presentations about a wide spectrum of crucial topics, including:
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Attendees will have ample opportunities to connect with peers, foster valuable networks and explore the latest product and service innovations from providers, culminating in the annual Excellence in Retirement Awards, which celebrate the achievements of plan sponsors and providers. |
Last Year’s Attendees Said:
“The topics were relevant to what I was looking for.”
“This was an excellent conference. Thank you all for your hard work.”
“My first PLANSPONSOR National Conference was excellent.”
“Great job with selecting the speakers.”
“I enjoy the interaction with other plan sponsors.”
“Love this event. Glad to be back.”
“Awesome event! Certainly looking forward to 2024.”
2024 PLANSPONSOR National Conference Begins In
Highlights Include…
Excellence in Retirement Awards
Wednesday, June 5, 2024
Plan sponsors and the recordkeepers, investment managers and retirement plan advisers and consultants that support them will set aside corporate goals and gather to cheer on each other’s success! The 2024 Plan Sponsor of the Year finalists will be recognized, and the winners announced. We’ll also recognize plan sponsors whose plans have earned the Best in Class 401(k) Plan designation, providers named DC Survey Standouts and provider staff chosen as Service Stars.
Check Out Our Advisory Board
Judy Bobilya-Feher – Chief Financial Officer, Aunt Millie’s Bakeries
Thayla Bohn – SVP, Corporate and Human Resources, American Fidelity Companies
Rachel Christman – Director, Total Rewards, Alaska Native Tribal Health Consortium
Monica DeAgostino – HR Manager – Benefits, Compensation & HRIS, MRIGlobal
Tonya Hamm – Executive Director of Plan Operations, Adventist Healthcare Retirement Plans
Josh Jessup – General Manager of Human Resources, Delta Air Lines
Brad Kadue – President, Precision Associates
Adelia Soremekun – Senior Director, Total Rewards, The Jackson Laboratory
agenda
Tuesday, June 4, 2024
6:00 – 8:00 p.m. Chicago Rooftop Welcome Party Sponsored by Fidelity
Join in the fun on Tuesday evening at RAISED | An Urban Rooftop Bar. Gather and celebrate the kickoff of 2024 PLANSPONSOR National Conference amidst breathtaking Chicago views while enjoying drinks, food and the company of your fellow conference goers!
Fiduciary Forum Workshop
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8:00 – 9:10 a.m.
Breakfast and Registration: (7th Floor, Foyer)
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9:10 – 9:20 a.m.
Opening Remarks: Rebecca Moore, Managing Editor of Custom Content, ISS Media
(4th Floor, Marriott Ballroom) -
9:20 – 10:10 a.m.
Understanding Plan Sponsors’ Fiduciary Duties
The Employee Retirement Income Security Act requires retirement plan fiduciaries to adhere to the duties of prudence and loyalty. What do these mean under ERISA? Experts will provide a checklist.
Moderator
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting
Panelists
Jodi H. Epstein, Partner, Ivins, Phillips & Barker
Matthew R. Cellini, Partner and Practice Lead, Greenspring Advisors -
10:10 – 11:00 a.m.
Outsourcing and Provider Selection
Selecting plan providers is also a fiduciary responsibility under ERISA. This session will cover what to consider and evaluate when selecting recordkeepers, investment managers and advisers. Speakers will also explain each party’s responsibility in a 3(21) or 3(38) outsourcing arrangement.
Moderator
Rebecca Moore, Managing Editor of Custom Content, ISS Media
Panelists
Bradford Campbell, Partner, Faegre Drinker
Zack Burghardt, Central Market Investment Leader, WTW
Michael Kozemchak, Managing Director, Institutional Investment Consulting -
11:00 – 11:10 a.m.
Break
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11:10 – 12:00 p.m.
Benchmarking Investments and Fees
Experts will explain what factors to look at when benchmarking investments, as well as what benchmarks to use to ensure investments are prudent and fees are reasonable. The contentious issue of revenue sharing will also be explained and discussed.
Moderator
Tom Simonson, Partner/Managing Director, Retirement Solutions, Creative Planning
Panelists
Brantley Webb, Partner, Mayer Brown
David Levine, Principal and Employers & Sponsors Co-Chair, Groom Law Group
Daniel Aronowitz, President, Encore Fiduciary -
12:00 p.m.
Lunch: (7th Floor, General Session Foyer)
Retirement Income Workshop
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8:00 – 9:10 a.m.
Breakfast and Registration: (7th Floor, Foyer)
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9:10 – 9:20 a.m.
Opening Remarks: (4th Floor, Marriott Ballroom)
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9:20 – 10:10 a.m.
Retirement Income Options
Experts will discuss the income solution choices plan sponsors have to offer participants and how to determine the best way to offer them.
Panelists
Michelle Richter, Co-Founder of Annuity Research & Consulting and Executive Director, Institutional Retirement Income Council
Brendan McCarthy, Head of Retirement Investing, Nuveen
Sean Bjork, President, Bjork Asset Management -
10:10 – 11:00 a.m.
Helping Participants With Retirement Income Decisions
Whether a DC plan offers income solutions or not, participants need a strategy for establishing income in retirement. Industry groups and providers suggest that plans offer a range of products, solutions, tools and services to support participants who are near, entering or in retirement. Speakers will dissect the array of options for plan sponsors, how required minimum distributions fit into strategies and offer suggestions for choosing the best offerings.
Moderator
Shelly Horwitz, Managing Director, Pensionmark
Panelists
Bruce Lanser, Senior Retirement Plan Consultant, UBS
Sam Moroni, Senior Wealth Strategy Associate, Retirement Plan Consulting, UBS Financial Services
Fidelity -
11:00 – 11:10 a.m.
Break
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11:10 – 12:00 p.m.
Annuity Assessment
Building on the earlier discussion, this session will address data on the availability and adoption of annuity products for DC plans. Speakers will further explain annuity options and discuss misunderstandings/misconceptions and how to evaluate annuities.
Panelists
Kevin Walsh, Principal, Groom Law Group
Pacific Life -
12:00 p.m.
Lunch: (7th Floor, General Session Foyer)
Day 1
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12:00 p.m. – 1:00 p.m.
Lunch and Registration: Sponsored by Morningstar Investment Management, LLC (7th Floor, General Session Foyer)
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1:00 – 1:10 p.m.
Opening Remarks: (7th Floor, General Session)
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1:10 – 2:00 p.m.
State of the Retirement Plan Industry (7th Floor, General Session)
We’ll ask Lisa M. Gomez, Assistant Secretary of Labor for the DOL’s Employee Benefits Security Administration, about recent developments in the retirement plan industry, what’s in flux and what the future might hold.
Speaker
Lisa M. Gomez, Assistant Secretary of Labor for the DOL’s Employee Benefits Security Administration -
2:00 – 2:50 p.m.
SECURE 2.0 Implementation (7th Floor, General Session)
Experts will discuss the guidance issued since passage of SECURE 2.0 and what plan sponsors must do to prepare for deadlines and implement provisions of the sweeping law.
Panelists
Percy Lee, Of Counsel, Ivins Phillips Barker
Rosie Zaklad, Principal, Tax Practice Leader, Groom Law Group
Alvaro Galvis, Partner, The MG Group at Merrill Lynch -
2:50 – 3:10 p.m.
Break: (7th Floor, General Session Foyer)
Sponsored by John Hancock Investments -
3:10 - 4:00 p.m.
Pillars of Financial Wellness (7th Floor, General Session)
Learn how to define financial wellness for your employee base and what options plan sponsors have for offering financial wellness benefits. Hear stories of successful implementation from plan sponsor peers.
Panelists
Thayla Bohn, SVP Corporate and Human Resources, American Fidelity Assurance Company
Zack Hubbard, Director of Financial Planning and Participant Engagement, Greenspring Advisors
Brent A. Hines, Executive Director, Foundation for Financial Wellness -
4:00 – 5:00 p.m.
Keynote: Sponsored by Bank of America (7th Floor, General Session)
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5:30 – 6:30 p.m.
Opening Night Awards Dinner Cocktail Party (7th Floor, Exhibit Hall)
Peruse the exhibits, grab a cocktail and a bite – immerse yourself in the excitement of the upcoming Awards Dinner!
Sponsored by Principal® -
6:30 p.m.
Excellence in Retirement Awards Dinner
The 2024 Plan Sponsor of the Year finalists will be recognized, and the winners announced! We’ll also recognize plan sponsors whose plans have earned the Best in Class 401(k) Plan designation, providers named DC Survey Standouts and provider staff chosen as Service Stars.
Day 2
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7:30 – 8:30 a.m.
Breakfast: (7th Floor, Exhibit Hall)
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8:30 – 8:40 a.m.
Opening Remarks: (7th Floor, General Session)
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8:40 – 9:30 a.m.
The Benefits Spend: Costs and Decisions (7th Floor, General Session)
Employers want to get the most bang for their buck when it comes to benefits. After considering industry benchmarks, the competitive landscape and employee preferences, the benefits budget is a key factor in what employers ultimately choose to offer. Hear research findings about the benefits employees value most, the average cost of benefits for employers and stories from some plan sponsors about how they decided to spend benefits dollars.
Moderator
Joseph Topp, Principal, Vice President – Investment Consulting Services, Francis LLC
Panelists
Bridget Bearden, Research and Development Strategist, Employee Benefit Research Institute (EBRI)
Chuck Williams, CEO, Finspire
Shaun McCloskey, Executive Relationship Manager , T. Rowe Price. -
9:30 – 10:30 a.m.
Precision in Protection: Using Guaranteed Lifetime Income and Managed Accounts to Improve Outcomes
Increased longevity, market uncertainty and inflation present a challenge to traditional retirement planning approaches. At the same time, the impact of these risks can vary dramatically based on the personal situation of each plan participant. In this session, we’ll demonstrate how integrating guaranteed lifetime income within the managed account framework can improve outcomes by calibrating protection based on an individual’s needs and risk tolerances.Sponsored by Allianz Life Insurance
Company of North America (7th floor General session) -
10:30 – 11:00 a.m.
Break: (7th Floor, Exhibit Hall)
Sponsored by John Hancock Investments -
11:00 – 11:50 a.m.
Breakouts
1. Enhanced Engagement Efforts Tips and optimal practices for getting employees to engage with financial wellness programs and retirement plans. Examples from plan sponsors and advisers.
Moderator
Brad Arends, Co-Founder and CEO, intellicent
Panelists
Kelli Send, Principal, Senior Vice President – Financial Wellness Services, Francis
Adelia Soremekun, Senior Director, Total Rewards, The Jackson Laboratory
Peter Kapinos, Vice President, Head of Workplace and Investment Marketing, Empower
Principal2. Essential QDIA Considerations The plan investment menu should meet the needs of all participants, from younger employees to those nearing or in retirement, as well as those with all levels of investment knowledge. A panel will discuss decisions about qualified default investment alternative selection, the use of passive and/or active funds, managed accounts, hybrid QDIAs, collective investment trusts and more.
Moderator
Phil Senderowitz, Managing Director, Strategic Retirement Partners
Panelists
George Sepsakos, Principal, Fiduciary Practice Leader, Groom Law Group
John Doyle, Senior Retirement Strategist, Capital Group home of American Funds
Julie Varga, Vice President, Product & Investment Specialist, Morningstar Retirement3. DB Plan Maintenance How sponsors of DB plans can enhance their maintenance of them, plus considerations for including DB plans in the total retirement planning picture.
Panelists
Rob Massa, Managing Director, Houston Market Retirement Practice Leader, Qualified Plan Advisors
Brian Donohue, Partner, October Three
Fidelity -
11:55 a.m. – 12:25 p.m.
Breakouts
1. Fixing Common Mistakes The most common mistakes fiduciaries make and the details of programs/fixes prescribed by the IRS or that have become best practice. Experts will offer tips and strategies for having a good defense for potential regulator inquiries and litigation.
Moderator
Leah Sylvester, Executive Partner|President – Retirement Plans, Shepherd Financial
Panelists
Gary Blachman, Partner, IceMiller
Michael Kushner, Retirement Plan Consultant2. Equity in Retirement Benefits How to provide retirement and financial wellness programs that benefit all employee groups.
Moderator
Lisa Drake, Retirement Plan Consultant, SageView Advisory Group
Panelists
Pam Hess, Executive Director, DCIIA
Sal Naidoo, Deputy Managing Director, SEIU 775 Benefits Group3.The ABCs of RFPs Experts will discuss steps in the request for proposals process, trends that could dictate new areas of focus for RFPs and questions plan sponsors should ask providers.
Moderator
Tom Demko, Managing Director, SageView Advisory Group
Panelists
Brent Sheppard, Partner, Financial Advisor, Cadence Financial Management
Kristi Baker, Managing Partner, CSi Advisory Services, a division of HUB International
Michelle Allen, Senior Vice President, Chief Human Resources Officer, The MEMIC Group -
12:30 – 1:30 p.m.
Lunch: Sponsored by Morningstar Investment Management, LLC (7th Floor, Exhibit Hall)
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1:30 – 2:30 p.m.
Breaking Down Invisible Barriers: What’s Standing Between Employees and Retirement Readiness?
Employers feel responsible for ensuring employees have access to an array of personalized benefits options—which may include financial advice solutions like a managed account program—that adequately meet their unique needs. However, employers are often left questioning why those benefits are not widely adopted by employees. What if the answer was as simple as, “The solution’s value proposition is being lost in translation.” Yes, you heard that right.As we recognize Edelman Financial Engines’ 20th anniversary of managed accounts, we’ll dive into recent research conducted in partnership with Cerulli Associates that uncovers the invisible barriers that are inhibiting more widespread employee adoption of managed accounts, thus standing in the way of increased retirement readiness. To further bring these findings to life, we’ll be joined by Cerulli Associates Director of Retirement Shawn O’Brien and award-winning personal finance journalist and best-selling author Jean Chatzky, who will moderate a panel of employees. This insightful and thought-provoking dialogue promises to provide a more detailed look at these invisible barriers, and more importantly, how we can work together to break them down.
Sponsored by Edelman Financial Engines, LLC (7th Floor, General Session)
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2:35 – 3:05 p.m.
Breakouts
1. AI in the Retirement Industry Explore the potential use of artificial intelligence to improve retirement plan and participant outcomes in this engaging session.
Presenter
Jason Chepenik, Senior Vice President, OneDigital Retirement + Wealth2. Applying a Fiduciary Standard to Health Care Benefits Many retirement plan sponsors have made it a regular practice to monitor and benchmark all plan fees to ensure they are fair and reasonable for services provided. Now under the Consolidated Appropriations Act, all plan sponsors are now required to attest that their fees for health care plans are fair and reasonable for services provided. Now is the time to put in place a fiduciary process for your health care plans. Learn how to apply fiduciary responsibility and transparency to health care as you have for your retirement plan.
Presenters
Jamie Greenleaf, Senior Vice President, OneDigital Retirement + Wealth
Barbara Delaney, Principal and Founder, SSRBA, a division of HUB International3. Considerations Unique to Nonprofit and Government Plan Sponsors Though many factors in designing and administering a retirement plan can apply across plan types, not all types are governed by the same rules, and employee groups are not the same. Join a discussion about the considerations and issues for nonprofit and government plan sponsors that differ from their corporate counterparts.
Panelists
Drew Freeman, Director of Outreach, RetireReadyTN, Tennessee Department of Treasury
Audra Ferguson, Partner, IceMiller -
3:05 – 3:30 p.m.
Break: (7th Floor, Exhibit Hall)
Sponsored by John Hancock Investments -
3:30 – 4:20 p.m.
Breakouts
1. Secrets of Award-Winning Plan Sponsors Plan Sponsor of the Year finalists and winners share ways they’ve improved their plans and challenges they’ve overcome.
Panelists
Josh Jessup, General Manager for Global Retirement and Mobility, Delta Air Lines
Elizabeth Haynie, Health and Wellness Benefits Manager, The Beck Group
Amy DeWallace, HR Business Partner, Corporate, David Evans and Associates
Lindsay Madaras, Sr. Manager, Associate Well-Being, Bread Financial2. “Executive” Decisions Do you offer a nonqualified deferred compensation plan for executives or are you considering doing so? Learn about trends in plan design and funding and about the role nonqualified plans can play in financial wellness and retirement readiness.
Panelists
Jeff Cullen, CEO, Strategic Retirement Partners
John Hancock Investment Management3. The Health Care Piece of the Puzzle The relationship between health care benefits, employee financial wellness and benefit budgets. How to balance the advantages of different health care benefits with the costs.
Panelists
Monica DeAgostino, Director – Benefits, Compensation & HRIS, MRIGlobal
Greg Puig, Partner & Head of Group Insurance, Sentinel Group
Fidelity -
4:25 – 5:15 p.m.
Workshop (1)
Sponsored by Newport Group Inc.
Workshop (2)
Sponsored by ADPWorkshop (3)
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5:30 – 7:30 p.m.
Taco Takeover! Exhibit Hall Party
(7th Floor, Exhibit Hall)
Enjoy a variety of Mexican-inspired dishes and drinks as you stroll through the exhibit hall at PSNC’s Mexican-themed party!Celebrating 50 Years of “ERISA”!
Day 3
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7:30 – 9:00 a.m.
Breakfast: (7th Floor, Exhibit Hall)
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8:00 – 9:00 a.m.
Plan Sponsor Idea Exchange (Plan Sponsors Only)
(4th Floor, Avenue Ballroom) -
9:00 – 9:10 a.m.
Opening Remarks: (7th Floor, General Session)
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9:10 – 10:00 a.m.
Creating Committees of Excellence (7th Floor, General Session)
Committee setup, governing documents and training; meeting frequency, topics and documentation—this session will detail it all. Learn how to establish a committee and procedures to achieve excellence in plan governance.
Panelists
Benjamin L. Grosz, Partner, Ivins Phillips Barker
Julie Doran Stewart, Head of Fiduciary Advisory Services, Sentinel Group
Judy Bobilya-Feher, Chief Financial Officer, Aunt Millie’s Bakeries -
10:00 – 10:20 a.m.
Break: (7th Floor, General Session Foyer)
Sponsored by John Hancock Investments -
10:20 – 11:10 a.m.
I Survived an Audit (7th Floor, General Session)
Hear about the experiences of plan sponsors that have been through IRS and/or DOL audits
Moderator
Rebecca Moore, Managing Editor of Custom Content, ISS Media
Panelists
Rita Fiumara, Senior Retirement Plan Consultant, UBS Financial Services
Linda Ressinger, Manager – Compensation, Benefits & HRIS, MacArthur Foundation -
11:10 a.m. - 12:00 p.m.
Elevating Employee Engagement & Wellbeing: The Power of Emotional Connections
Unlock the transformative potential of emotional connections in enhancing employee engagement and wellbeing. Explore the intersection of science, psychology and technology to build confidence and foster financial wellbeing. Discover practical strategies to leverage emotions for sustainable financial behaviors.
Presenters
Jennifer Rayner, Founder, Moniwell
Lauren Loehning, Partner at Retirement Impact | Co-Founder, Moniwell -
12:00
To-go lunch: Sponsored by Morningstar Investment Management, LLC (7th Floor, General Session Foyer)
registration
Pricing
Plan Sponsors – FREE if you book your room in our conference rooming block, otherwise, there will be a $155 registration fee
Advisers – $300 (If you register before April 19, you will receive the early bird rate of $150)
speakers
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.
Sponsorship Information: Rob Reif | 212-217-6906 | Robert.Reif@ISSMediaSolutions.com
General Information: Carol Popkins | 203-461-0985 | Carol.Popkins@ISSMediaSolutions.com
venue
Chicago Marriott Downtown Magnificent Mile
540 Michigan Ave
Chicago, IL 60611
Hotel Accommodations:
Book now! We have reserved a block of rooms at the conference rate of $299.
Click here to reserve your room.