Upcoming Schedule

All Upcoming
In-Person Events
Livestreams
Webinars
Financial Wellness

Financial Wellness

Plan sponsors, advisers and policy experts will offer suggestions for how best to define and measure the financial wellness of participants and drive financial confidence. The panel will also review how they evaluate the myriad new offerings appearing as a result of the voluntary benefits provisions of SECURE 2.0. Attendees will come away with tangible metrics for determining which programs will offer the most useful and valuable programs for their employees.
Plan Benchmarking

Plan Benchmarking

How do plan sponsors determine the right goals for their plans or measure plan success? What tools are available to benchmark retirement plans? What should plans be measuring and how often? What kinds of actions or improvements can measurements drive? These questions and more will be answered in PLANSPONSOR’s final editorial webinar of 2024.

Past Events & Conferences

The Evolution of QDIAs

The Evolution of QDIAs

Target-date funds are the prevalent choice among qualified default investment alternatives, but the more flexible, custom target-date offerings account for less than one-quarter of those investments, with managed accounts even less utilized. This webinar will explore the desire for both retirement income and customization in default investments and whether that will lead to an evolution of target-date offerings or even a QDIA revolution altogether? Plan sponsors will hear from peers and industry experts about the options for getting participants the age-appropriate service and advice they need to optimize investment and drawdown outcomes.
PLANSPONSOR Roadmap 2024: Financial Wellness
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PLANSPONSOR Roadmap 2024: Financial Wellness

This PLANSPONSOR Roadmap focuses on financial wellness. It will equip you with the insights needed to develop or update your financial wellness program for employees. You’ll hear from plan sponsors, advisers and providers about successful financial wellness strategies, and you’ll come away with resources and checklists to guide you on your own journey of implementing important benefits.
SECURE 2.0 Catching up With Catch-Ups

SECURE 2.0 Catching up With Catch-Ups

The IRS in 2023 provided plan sponsors a two-year extension on the requirement that any retirement plan catch-up contributions from higher-earning participants be made as after-tax contributions. How can plan sponsors best use that time?
“I Have to Pay for That, Too?” And More “Medicare” Surprise Costs

“I Have to Pay for That, Too?” And More “Medicare” Surprise Costs

While working, employees are rarely in-the-know about health insurance pricing and coverage. Those in high-deductible health plans get a better idea that healthcare isn’t free. Or only $25. But nothing prepares them for the extraordinary complexity of costs once they get to Medicare. Once they get over the shock Medicare is not free, employees find themselves caught up in a tornado of confusion. The question they ask over and over is, “I have to pay for that, too?” Having “Medicare” is not a complete package for healthcare coverage in retirement. There are more than 20 different costs individuals must solve on their own. Employees find this frustrating and are angry they had no idea: “Why hasn’t anyone talked to me about this mess?” Join us for a lively webinar jam-packed with information about what it really costs your employees when they go on Medicare. And, take away some ideas for how you might help them better prepare for the realities of healthcare costs in retirement. And avoid getting sold something that won’t work for them.
2023 PS Plan Progress Webinar Series: Plan Benchmarking

2023 PS Plan Progress Webinar Series: Plan Benchmarking

How do plan sponsors determine the right goals for their plan or define plan success? How does this inform what plan sponsors measure and how often? What tools are available to benchmark retirement plans? These questions and more will be answered in the final webinar in PLANSPONSOR’s Plan Progress series for 2023.
2023 Coalition Greenwich LDI Research Study: Corporates Move to Secure Funded Status and Begin Endgame
Join pension experts from Coalition Greenwich, Mercer, Sterling Capital and Franklin Templeton as they explore the new fully-funded landscape for corporate defined benefit plans. Key Topics: • Greenwich reveals the top findings from their new 2023 LDI investor study. • Mercer discusses why other pension plans believe this is a critical time to evolve LDI allocations to be more diversified and defensively structured. • Sterling Capital discusses the practical approaches they are taking to lower funded status volatility, protect gains, and reposition for endgame scenarios for their clients. Each attendee will be sent a complimentary copy of the NEW Coalition Greenwich LDI study.