DC Plan Management Under Pressure

Retirement plan risks rarely emerge all at once—they surface through early operational signals that often go unnoticed until issues escalate. As data becomes more abundant yet fragmented, and innovation outpaces traditional oversight frameworks, plan sponsors face growing pressure to ensure their governance, operations, and focus on participant outcomes keep pace. In this webinar, Aon’s Grace Lattyak moderates a practical discussion with Aon colleagues Tamara Langham, Jeff Forman, and Melissa Elbert on whether the way plans operate today is truly fit for today’s environment. The panel will focus on how decisions are made, escalated, monitored, and governed in real time. Drawing on real‑world observations, the discussion will explore where leading sponsors are revisiting committee charters, refining dashboards, clarifying roles, and strengthening vendor oversight to surface risk earlier, improve accountability and support more timely, informed action. Attendees will also hear how subtle breakdowns—missed signals, overloaded agendas, or unclear ownership—can undermine even well‑designed plans. Participants will leave with practical considerations and diagnostic questions to bring back to their committees—focused on strengthening operational discipline, governance effectiveness and resilience before small issues become material. Key Topics Will Include: Governance: Is your governance model still designed for today’s scale, scrutiny, and accountability—or yesterday’s plan? Data: Do you know how to turn data into earlier signals around risk, errors, leakage, and participant engagement? Outcomes: How do you credibly measure progress in participant behavior and decision‑making—not just plan features and participation rates? Innovation: What is best practice for evaluating new tools with clear ownership, monitoring, and guardrails so innovation reduces risk rather than adds complexity?

by Aon