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

  1. 10:55 – 12:00 pm

    Opening Remarks and (Sponsored) Research Keynote: On the Minds of Plan Sponsors

  2. 12:00 – 12:15 pm

    Refreshment Break

  3. 12:15 – 1:15 pm

    Plan Sponsor Roundtable: DC Plan Investment Menus

  4. 1:15 – 1:45 pm

    Lunch

  5. 1:45 – 2:45 pm

    Plan Sponsor Roundtable: The New Focus on Financial Wellness

  6. 2:45 – 3:00 pm

    Refreshment Break

  7. 3:00 – 4:00 pm

    Plan Sponsor Roundtable: Retirement Income Is the Outcome