Multimedia Archive

Join CAPTRUST and Wharton-Smith for a discussion on building and evolving a financial wellness strategy. Learn from their experience navigating...

Speakers will give an overview of retirement income structures—in‑plan vs. out‑of‑plan, guaranteed vs. nonguaranteed—and discuss the primary trade-offs. Hear what...

This foundational session will help plan sponsors and their advisers assess whether retirement income solutions are appropriate for their plans...

Over the past few years, employees have navigated a changing financial landscape as everyday costs—from household essentials to utilities, fuel,...

Get a picture of the role of managed accounts, personalized target-date funds, dynamic QDIAs, tailored balanced funds, advice solutions and...

This session covered what alternative assets may already be in your plan; whether you should consider adding more private equity,...

This session will give an overview of how plan sponsors are evolving their investment menus in response to regulation, litigation...

A panel of experts discuss trends in the defined benefit plan sector. Speakers will also talk about ongoing management of...

Daniel Aronowitz, Assistant Secretary of Labor, DOL Employee Benefits Security Administration, discussed developments across the retirement plan industry and what...

Experts took a deep dive into the latest retirement plan-related legislation, regulations and litigation, offering practical lessons and insights for...

Committee setup, governing documents and training. Meeting frequency, topics and documentation. This session detailed it all.

Amanda Ross, Managing Director, Head of Workplace Benefits Participant Experience, Bank of America, discussed optimal ways to engage retirement plan...

Plan sponsors and others demonstrated strategies they’ve used successfully to help employees with financial wellness needs.