Multimedia Archive

Hear about the experiences of plan sponsors that have been through IRS and/or DOL audits.

Committee setup, governing documents and training; meeting frequency, topics and documentation—this session will detail it all. Learn how to establish...

Some provisions from the SECURE 2.0 Act are already in effect — and many are still on the way —...

Do you offer a nonqualified deferred compensation plan for executives or are you considering doing so? Learn about trends in...

The relationship between health care benefits, employee financial wellness and benefit budgets. How to balance the advantages of different health...

Plan Sponsor of the Year finalists and winners share ways they’ve improved their plans and challenges they’ve overcome.

Many retirement plan sponsors have made it a regular practice to monitor and benchmark all plan fees to ensure they...

Explore the potential use of artificial intelligence to improve retirement plan and participant outcomes in this engaging session.

Edelman Financial Engines, LLC dives into recent research conducted in partnership with Cerulli Associates that uncovers the invisible barriers that...

This session covers how to provide retirement and financial wellness programs that benefit all employee groups.

Speakers discuss the most common mistakes fiduciaries make and the details of programs/fixes either prescribed by the IRS or that...

The plan investment menu should meet the needs of all participants, from younger employees to those nearing or in retirement,...

Tips and optimal practices for getting employees to engage with financial wellness programs and retirement plans. Examples from plan sponsors...

Increased longevity, market uncertainty and inflation present a challenge to traditional retirement planning approaches. At the same time, the impact...

Employers want to get the most bang for their buck when it comes to benefits. After considering industry benchmarks, the...

Roger Gray shares insights from Bank of America’s Workplace Benefits Report covering everything from optimism in the workplace, to pay...