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Day 1

  1. 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 Financial

    Sponsored by Prudential

  2. 12:00 – 12:15 pm

    Refreshment Break

  3. 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, PLANSPONSOR

    PANELISTS
    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

  4. 1:15 – 1:45 pm

    Lunch

  5. 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

  6. 2:45 – 3:00 pm

    Refreshment Break

  7. 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, PLANSPONSOR

    PANELIST 
    Hugh Penney, Senior Adviser of Benefits Planning, Yale University
    Beth Pattillo, Director, Retirement Programs, Leidos
    Elaine Parham, Senior Manager Compensation & Retirement, Southwest Airlines