About

The annual PLANSPONSOR National Conference is the must-attend event for HR and finance professionals committed to elevating their roles as retirement plan fiduciaries. PLANSPONSOR’s mission remains clear: to equip attendees with the timely education, actionable insights and practical strategies needed to stay ahead of evolving industry trends, regulatory and legislative changes, as well as with best practices in plan administration and investments.

In 2027, the conference will continue to bring together a dynamic cross section of the retirement plan community—plan sponsors, advisers, providers, industry leaders and legal experts—for an engaging program of interactive workshops, expert-led presentations and thought-provoking panel discussions. Together, we will explore the latest innovations shaping retirement readiness and financial wellness, helping employees achieve stronger financial futures.

Beyond the learning experience, the 2027 PLANSPONSOR National Conference will offer unparalleled opportunities to connect with peers, build meaningful relationships and exchange ideas with like-minded professionals. The event will also celebrate excellence across the industry, culminating in the prestigious Excellence in Retirement Awards, recognizing the outstanding achievements of plan sponsors and providers.


2027 PLANSPONSOR National Conference Begins In

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Highlights Include…

Excellence in Retirement Awards

Monday, June 7, 2027

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 2027 Plan Sponsor of the Year finalists will be recognized, and the winners announced. We’ll also recognize providers named DC Survey Standouts and provider staff chosen as Service Stars.

Our Advisory Board

Deanna Allison – Director of Benefits, Well-Being and Financial Programs, Bread Financial

Judy Bobilya-Feher – Chief Financial Officer, Aunt Millie’s Bakeries

Thayla Bohn – SVP, Corporate and Human Resources, American Fidelity Companies

Darbi Buchanan – Director of 401(k) Services, WorkSmart Systems, Inc.

Tim Byrd – VP Retirement Benefits and Education, NC State Employees’ Credit Union

Monica DeAgostino – Senior Director, Compensation & Benefits, Dairy Management Inc.

Shaynan Garrioch – Chief Human Resources Officer, The Culinary Institute of America

Adelia Soremekun – Senior Director, Total Rewards, The Jackson Laboratory

Allison Wardlaw – Plan Development and Compliance Director, Michigan Office of Retirement Services

Brian Williamson – Director, Benefits & Retirement Programs, Avangrid

registration

Registration Is Open!

Pricing

Plan Sponsors FREE if you book your room in our conference rooming block, otherwise, there will be a $180 registration fee

Advisers$345   *If you register before January 31, 2027, you will receive the early bird rate of $175*

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.

venue


JW Marriott Nashville
201 8th Ave S, Nashville, TN 37203

For questions, please contact Lucille.Velander@issmediasolutions.com.