about

Plan sponsors have significant responsibility to help ensure their company retirement plans are designed and delivered appropriately. However, in 2020, there have been many pressing issues that have made it difficult to stay current on best practices. There are many issues arising for year-end about which plan sponsors will want to be up-to-date.

To assist plan sponsors, PLANSPONSOR has created a mini-conference online to address key topics in six sessions across two days in November. Listen to panelists discuss the latest industry trends and best practices in critical areas including plan design, investments, financial wellness and student loan debt, regulatory compliance and more. Panelist discussions will help plan sponsors craft plans that meet the needs of their unique work forces—and areas of focus that have been highlighted during the COVID-19 pandemic—while implementing proper corporate governance that allows them to manage their fiduciary duties.

For plan sponsors—whether you work on the finance, treasury or human resource (HR) side of the retirement plan—the virtual Best of the PSNC provides you with information you can use immediately to ensure your plan runs at its peak. For retirement plan advisers, there is no better way to stay up to date on the latest challenges facing your clients.

agenda

Day 1
Day 2

Day 1

  1. 10:50 am – 12:00 pm

    Opening Remarks and Legislative and Regulatory Update

    There’s been a flurry of regulations and legislation issued and passed in 2020—some as a result of the COVID-19 pandemic, and some not. As the end of the year nears, attorneys will review what plan sponsors need to know and what decisions they need to make.

    Moderator: Rebecca Moore, Managing Editor, PLANSPONSOR

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    The Future of Student Loan Benefits: What to Expect in 2021

    2020 has seen numerous changes to student loan policy and 2021 promises to bring even more change. Join us in a conversation with policy and industry experts as we consider how the political climate may impact your employees student debt and what leading employers are doing to help promote the financial wellness of their employees.

    MODERATOR
    Rebecca Moore, Managing Editor, PLANSPONSOR

    PANELISTS
    Lisa Ledoux, Senior Director of Benefits, Asurion
    Elizabeth Vale, Distinguished Fellow, Fels Institute at University of Pennsylvania; Former Executive Director, White House Business Council
    Will Sealy, CEO & Co-founder, Summer
    Kerry Von Voris, Chief People Officer, Oscar Health

    sponsored by Summer

Day 2

  1. 10:55 am – 12:00 pm

    Opening Remarks and Structuring Your Plan for Different Participant Needs 

    While some employees may have their financial houses in order, many are dealing with debt or trying to save for other expenses, such as children’s education. They may need to build an emergency savings fund or pay off debt before dedicating a portion of income to retirement savings. Those closer to retirement may be thinking of something other than rocking on a porch; perhaps a phased retirement would be good for them. Learn how to design your retirement program to meet the needs of employees of various demographics and financial situations.
    Moderator: Rebecca Moore, Managing Editor, PLANSPONSOR
    Panelist:
    Steve Vernon, President, Rest-of-Life Communications, Research Scholar, Stanford Center on Longevity

  2. 12:00 pm – 12:30 pm

    Refreshment Break

  3. 12:30 pm – 1:30 pm

    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.
    Moderator: John Manganaro, Managing Editor, PLANADVISER

    PANELIST
    Tripp Braillard, Senior Vice President, Defined Contribution Solutions, Heitman
    Tracey M. Manzi, Vice President, Investment Services, Cammack Retirement Group

registration

This event has been exclusively designed for plan sponsors and advisers/consultants. Please see the registration rates below.

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: Complimentary

speakers

  • Tripp Braillard

    Tripp Braillard

    Senior Vice President, Defined Contribution Solutions
    Heitman
    Tripp Braillard
    Senior Vice President, Defined Contribution Solutions
    Heitman

    Tripp is a Senior Vice President, Defined Contribution Solutions in Heitman’s Client Service & Marketing group. In this role, he is responsible for supporting the firm’s initiatives across its full suite of real estate investment strategies within the defined contribution channel including consulting firms, OCIO providers, and other financial intermediaries. Tripp will work with firm leadership to offer Heitman’s real estate investment products and solutions to DC plans in order to help plan sponsors and their participants achieve their investments goals. Prior to joining Heitman, Tripp was a Senior Vice President at PIMCO, where he focused on the defined contribution investment only (DCIO) and insurance sub-advisory marketplaces. Previously, he was Senior Vice President, Head of Retirement Strategic Accounts at BNY Mellon Investment Management. Earlier in his career, Trip held a variety of client service and marketing roles with Fidelity Investments.  Tripp received a BA from Boston College and an MBA from the F.W. Olin Graduate School of Business at Babson College.

  • Lisa E. Ledoux

    Lisa E. Ledoux

    Senior Director of Benefits
    Asurion
    Lisa E. Ledoux
    Senior Director of Benefits
    Asurion

    Lisa E. Ledoux is the current Senior Director of Global Benefits at Asurion. She is an experienced employee benefits professional with a proven track record handling complex employee benefits issues including strategic plan design with health, welfare and retirement plans, creative employee communications, vendor management and strong leadership. She has a passion for creating the best employee experience as employees navigate their way through the complex world of employee benefits.

  • Will Sealy

    Will Sealy

    CEO & Co-Founder
    Summer
    Will Sealy
    CEO & Co-Founder
    Summer

    Will Sealy is the co-founder and CEO of Summer, helping student loan borrowers navigate the complex repayment process and maximize their savings. Prior to Summer, Will worked at SoFi on student loan policy and business strategy in 2016. He was one of the first student loan policy experts at the Consumer Financial Protection Bureau (CFPB) and was among the first employees to launch the agency in 2011. Will served as a special assistant and policy advisor to now-Senator Elizabeth Warren at both the CFPB and the U.S. Department of Treasury. In 2010, Will worked on the White House team tasked with implementing the Dodd-Frank Act. Will earned his MBA from the Yale School of Management and his BA from the College of William & Mary.

  • Elizabeth Vale

    Elizabeth Vale

    Distinguished Fellow
    Fels Institute at University of Pennsylvania
    Elizabeth Vale
    Distinguished Fellow
    Fels Institute at University of Pennsylvania

    (Former Executive Director, White House Business Council)

    Elizabeth Vale is currently a Senior Managing Director at IntraFi Network. Previously, she served as a Senior Advisor and the Business Liaison for Elizabeth Warren’s Senate campaign. She was responsible for strategizing, designing, and executing the campaign’s engagement with the business community throughout Massachusetts and nationally.

    Previously, Elizabeth served as the Director of the Division of External Affairs at the Consumer Financial Protection Bureau (CFPB). Prior to being named Director of External Affairs, Elizabeth was a Senior Policy Advisor to Elizabeth Warren on the CFPB’s Implementation Team. Elizabeth served previously as the White House Business Liaison and Executive Director of the White House Business Council. Prior to her career in public service, Elizabeth was a Managing Director at Morgan Stanley.

  • Steve Vernon

    Steve Vernon

    President, Research Scholar
    Rest-of-Life Communications, Stanford Center on Longevity
    Steve Vernon
    President, Research Scholar
    Rest-of-Life Communications, Stanford Center on Longevity

    Steve Vernon, F.S.A., is president of Rest-of-Life Communications and a research scholar for the Stanford Center on Longevity. In both roles, Steve is active with research, writing, and speaking on the most important issues facing older workers and retirees, including finances, health, and lifestyle.  Previously, he worked for over 35 years as a consulting actuary, helping Fortune 1000 companies design, manage and communicate their retirement programs.
    Steve has published over 1,000 posts on retirement topics for CBS MoneyWatch and Forbes.com. His latest book, published in July 2020, focuses on generating lifetime retirement income:
    -Don’t Go Broke in Retirement! A Simple Plan to Build Lifetime Retirement Income.

    His previously published books include:

    – Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life
    – Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck 

    – Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin

    – The Quest: For Long Life, Health and Prosperity (a DVD/workbook package)

    – Live Long & Prosper! Invest in Your Happiness, Health and Wealth for Retirement and Beyond


    – Don’t Work Forever! Simple Steps Baby Boomers Must Take To Ever Retire

    Steve is an independent researcher and writer. He bases his insights and strategies on research regarding both the economic and behavioral economics aspects of retirement decision-making.
    Steve is a Fellow in the Society of Actuaries, and graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science. He splits his time between the Bay Area and Ventura County in Southern California.

  • Kerry Von Voris

    Kerry Von Voris

    Chief People Officer
    Oscar Health
    Kerry Von Voris
    Chief People Officer
    Oscar Health

    Kerry is Oscar’s Chief People Officer, where she manages the company’s entire HR and Talent function across the company’s offices in New York, Tempe, Los Angeles, and Dallas for 1,500+ employees.

    Kerry has deep experience attracting, placing, and growing people across the technology, financial, and health care industries. Prior to Oscar, Kerry was the Director of Talent for Madrona Venture Group. Before Madrona, Kerry was a senior leader at Amazon.com, where she led executive recruiting for Amazon Web Services. Earlier, Kerry led senior and general management hiring at the Westport, CT hedge fund, Bridgewater Associates.

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.