Join Newport and PLANSPONSOR for an advanced view of the results from our latest nonqualified deferred compensation (NQDC) plan survey. We’ll highlight what plan sponsors see as the most significant shifts—from why they offer these plans to financing trends. NQDC experts will offer practical guidance on how to apply the findings to strengthen plan effectiveness, enhance competitiveness, and drive greater employee engagement. Whether you’re a plan sponsor or a financial advisor, this session will equip you with practical ideas to support your data-driven strategic decisions.

Retirement plan risks rarely emerge all at once—they surface through early operational signals that often go unnoticed until issues escalate. As data becomes more abundant yet fragmented, and innovation outpaces traditional oversight frameworks, plan sponsors face growing pressure to ensure their governance, operations, and focus on participant outcomes keep pace. In this webinar, Aon’s Grace Lattyak moderates a practical discussion with Aon colleagues Tamara Langham, Jeff Forman, and Melissa Elbert on whether the way plans operate today is truly fit for today’s environment. The panel will focus on how decisions are made, escalated, monitored, and governed in real time. Drawing on real‑world observations, the discussion will explore where leading sponsors are revisiting committee charters, refining dashboards, clarifying roles, and strengthening vendor oversight to surface risk earlier, improve accountability and support more timely, informed action. Attendees will also hear how subtle breakdowns—missed signals, overloaded agendas, or unclear ownership—can undermine even well‑designed plans. Participants will leave with practical considerations and diagnostic questions to bring back to their committees—focused on strengthening operational discipline, governance effectiveness and resilience before small issues become material. Key Topics Will Include: Governance: Is your governance model still designed for today’s scale, scrutiny, and accountability—or yesterday’s plan? Data: Do you know how to turn data into earlier signals around risk, errors, leakage, and participant engagement? Outcomes: How do you credibly measure progress in participant behavior and decision‑making—not just plan features and participation rates? Innovation: What is best practice for evaluating new tools with clear ownership, monitoring, and guardrails so innovation reduces risk rather than adds complexity?

With four generations of workers in most workplaces, employers are dealing with employees with multiple retirement concerns. At the top of the list is Social Security. Baby Boomers and Gen Xers are increasingly concerned about the long-term stability of Social Security, while Millennials and Gen Zers are unsure if Social Security will be there for them. Misunderstandings about the program are widespread and can sometimes lead employees to make decisions they may later reconsider. The implications are far-reaching. • Too few employees are saving enough for the reality of a 30-year retirement. • Others are staying on the job too long. • Older retirees find they need to return to work. In this webinar sponsored by Corebridge Financial, employers will gain insights to help break through the information swirling about Social Security. And will get ideas to help more employees create better retirement outcomes.

JW Marriott Nashville, Tennessee

The Department of Labor has issued a new proposal that could affect how retirement plan fiduciaries evaluate, document, and defend investment decisions. This webinar will provide: • Timely context and practical perspective on the proposal • Insight into what the proposal is intended to clarify • Considerations for how fiduciary processes may be affected • Key questions plan sponsors and committees should be thinking about as the rulemaking process continues

Our 2026 report distills Fidelity’s latest research on retirement plan design, employee behavior, and integrated benefits—providing you with actionable, data-driven guidance to strengthen workforce financial wellness and organizational outcomes. Clear, data-backed direction Actionable, easy-to-implement strategies A holistic view of the benefits ecosystem A roadmap for 2026 and beyond

In the 2026 PLANSPONSOR Roadmap: Health Benefit Fiduciary Duties livestream series, leading experts will deliver practical guidance and resources to help plan sponsors and advisers understand and implement CAA provisions; confidently meet fiduciary responsibilities; and build robust processes aligned with ERISA requirements.

Who is a fiduciary to your retirement plan? What does it mean to be a fiduciary? These questions and more will be answered in this livestream series, intended to offer basic education about Employee Retirement Income Security Act fiduciary duties. Speakers will cover the duties of loyalty and prudence; the selection of retirement plan providers; investment selection; fee benchmarking and more. Attendees will gain actionable insights and tangible resources to help them or their plan sponsor clients develop processes that will keep them compliant with the law.

This livestreamed event will explore the use of retirement income products and their availability for defined contribution plans. Experts will: share statistics on what plan sponsors offer and what participants take up; discuss strategies for adopting different products as tools to optimize retirement outcomes; and examine the marketplace for guaranteed income options, notably annuities. Topics will also include Social Security claiming strategies and Medicare.

In this livestreamed event, experts will discuss investment strategies for participants, specifically those 55 and older, to consider as they start contemplating retirement in earnest. Especially pertinent is how to invest the greater catch-up savings permitted for participants ages 60 through 63. Sessions will also delve into Social Security “bridging” strategies and the structure of the retirement “class” in a target-date fund.