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

PANELISTS:
Jodi H. Epstein, Partner, Ivins, Phillips & Barker, Chartered
Benjamin L. Grosz, Partner, Ivins, Phillips & Barker, Chartered

Refreshment Break

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 Van Voris, Chief People Officer, Oscar Health
Jessica Ruggles,  Director, Financial Wellness Outcomes Practice, Prudential Financial

sponsored by Summer

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

PANELISTS:
Steve Vernon, President, Rest-of-Life Communications, Research Scholar, Stanford Center on Longevity
Scott Thoma, Principal of Client Needs Research, Edward Jones
Paul D’Aiutolo, SVP – Wealth Management, Sr. Retirement Plan Consultant, The D’Aiutolo, Malcolm & Associates Investment Consulting Group

Refreshment Break

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