about
Plan sponsors might start the year with a specific strategy in mind for their retirement benefit program—but, as we learned in 2020, those strategies need to be flexible. When designing and administering a plan in the best interest of the participants, plan sponsors need to anticipate those participants’ changing needs. Plan compliance requirements could change as well, as new legislation and regulations are passed.
To assist plan sponsors with decisions for 2021, PLANSPONSOR is hosting a one-day forum to address specific areas of retirement program design that may be presenting the biggest challenges. Hear what research has determined about plan sponsors’ priorities—including those that are ongoing and those that have been newly shaped by the COVID-19 pandemic. Listen to your peers discuss defined contribution (DC) plan investment menus, financial wellness programs and retirement income. These discussions will help you craft benefits that serve the needs of your unique workforce and help you meet your fiduciary duties.
“What’s on the Minds of Plan Sponsors” will provide you with information you can use immediately and throughout the year to make sure your retirement program is both strong and flexible.
agenda
Day 1
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10:55 – 12:00 pm
Opening Remarks and Keynote: On the Minds of Plan Sponsors
The impacts of COVID-19 call for a new approach to retirement plans.
Americans were unprepared for retirement. Massive student loan debt, credit card debt and limited decumulation strategies created financial stress and less chance that individuals would be able to have the retirement they deserve. And then 2020 hit. The impacts of COVID-19 have only magnified existing financial wellness concerns, calling for a new way to look at retirement plan design.
PANELISTS
Michael Knowling, Head of Client Relations & Business Development, Prudential Retirement
Marc Howell, Vice President, Custom Retirement Solutions, Prudential Retirement
Suzanne Schmitt, Vice President, Financial Wellness, Prudential FinancialSponsored by Prudential
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12:00 – 12:15 pm
Refreshment Break
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12:15 – 1:15 pm
Plan Sponsor Roundtable: DC Plan Investment Menus
Defined contribution (DC) retirement plan sponsors are hit with new ideas and suggestions for which investment options to offer participants all the time. Market volatility and low interest rates have financial professionals suggesting new types of investments to meet participants’ accumulation needs. New regulations seem to sanction certain types of investments but urge caution for others. And, plan sponsors are told not to forget the investment needs of participants nearing retirement. What are plan sponsors to do? Listen as plan sponsor peers discuss the investments they’ve chosen for their plans and how they determined which investments were best.
MODERATOR
Rebecca Moore, Managing Editor-Digital, PLANSPONSORPANELISTS
Bryan Bear, VP of Finance, Taylor Guitars
Kevin T. Hanney, Senior Director, Pension Investments, Raytheon Technologies Corporation (RTX)
Colleen Stratton, Assistant Vice President of Total Rewards for First PREMIER Bank and PREMIER Bankcard -
1:15 – 1:45 pm
Lunch
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1:45 – 2:45 pm
Plan Sponsor Roundtable: The New Focus on Financial Wellness
Addressing the totality of employees’ financial needs has been a growing focus for plan sponsors—even more so after the pandemic revealed just how precarious individuals’ financial situations can be. During this discussion, your peers will talk about how they are addressing their employees’ financial needs in a holistic way.
MODERATOR
John Manganaro, Managing Editor, PLANADVISER.com
PANELIST
Kelly Mutuc, Vice President, Talent Management, Novaspect Inc.
Nancy Simutis, HR Director, Bohannan Huston, Inc.
J. Brian Coleman, Vice President of total rewards, Dawn Food -
2:45 – 3:00 pm
Refreshment Break
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3:00 – 4:00 pm
Plan Sponsor Roundtable: Retirement Income Is the Outcome
Defined contribution (DC) retirement plan sponsors want participants to accumulate enough savings to meet their needs in retirement, but, as participants retire, they need to be able to turn their savings into reliable income. There are plan provisions, education and advice tools and investments available to help participants. Listen as your peers discuss how they are making retirement income the outcome for their plan participants.
MODERATOR
Rebecca Moore, Managing Editor-Digital, PLANSPONSORPANELIST
Hugh Penney, Senior Adviser of Benefits Planning, Yale University
Beth Pattillo, Director, Retirement Programs, Leidos
Elaine Parham, Senior Manager Compensation & Retirement, Southwest Airlines
registration
Register now to view the recordings of the conference sessions!
Pricing
Complimentary attendance is available to everyone who qualifies.
speakers
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.
For more information on sponsoring at the event, please contact Rob Reif at Robert.Reif@issmediasolutions.com / 203-258-6622.