Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 10th, 2017
Editor’s Note
Register now for our 2017 PLANSPONSOR National Conference. The event will be held June 7 to June 9 at the Renaissance Hotel in Washington, D.C. Read more >
PSNC Featured Speaker
PLANSPONSOR National Conference Featured Speaker
Dr. Punam A. Keller, Charles Henry Jones Third Century Professor of Management, Tuck School of Business at Dartmouth College, is a behavior change expert who works with companies, foundations, and government agencies that are interested in changing employees’ health and saving behaviors. Her work has included developing retirement saving initiatives by which state employers, recordkeepers and plan sponsors can better engage their plan participants and spur them to save. Drawing from behavioral economics, she helped 2017 PLANSPONSOR Plan Sponsor of the Year finalist Ohio Deferred Compensation, revamp its EZ-enrollment and SMarT auto-deferral-increase-enrollment forms. The result: Forms are shorter and easier to understand—and more participants are taking actions. Read more >
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Pre-Conference Events
DC Plan Boot Camp
Once again, this year we will have a pre-conference DC Plan Boot Camp. Topics discussed will include: Understanding ERISA and fiduciary fundamentals, managing your investment and retirement plan committee, selecting and monitoring QDIA’s and monitoring service providers. Read more >
DB Plan Workshop
A pre-conference DB Plan Workshop will include a regulatory and administrative update and discussion of trends in investing strategies for active DB plans and monitoring service providers. Read more >
Agenda
Topics and Speakers
The agenda includes topics such as plan design, regulatory and legislative issues, DOL and IRS audits, financial wellness, investing topics, other supplemental savings plans, the role of health savings accounts, among other, as well as a plan sponsor confidential session. Panelists will not only include industry experts, but a number of plan sponsors that have received awards from PLANSPONSOR. We’ve also included some evening fun. Read more >
Past Conference Highlights
Highlights from Last Year’s Conference
With a new Washington, D.C., venue last year for our annual PLANSPONSOR National Conference (PSNC), we were able to bring attendees even more insights from legislative, legal and policy thought leaders. Discussions ranged from how the presidential election could impact employee retirement plans and benefits to how plan sponsors can be proactive in the evolving “gig” economy. Session speakers dug into current trends and best practices, also noting what to watch for in retirement plan design; participant engagement and education; investment options and solutions; and legislative and regulatory updates. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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