Tag: 2026 PLANSPONSOR National Conference

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.

Experts will discuss the guidance issued and guidance still needed regarding legislation such as the SECURE 2.0 Act and the...

Surya P. Kolluri, Head of TIAA Institute shares research insights to help plan sponsors strengthen benefit strategies, improve plan design,...

Panelist shared optimal practices for retirement plans during plan mergers and acquisitions, provider consolidation or provider changes.

Speakers examined the pros and cons for plan sponsors and participants of new investment options and how to fulfill their...

This interactive session provided strategies for improving participant engagement among younger, non-English-speaking and deskless employees.

Experts discussed trends and changes in qualified default investment options and what plan sponsor should consider in QDIA selection.

Clay Kennedy from Newport and Alison Mintzer from PLANSPONSOR walked through findings of a co-sponsored survey and shared opportunities for...

Experts from Nationwide uncovered what each generation needs to achieve a financially secure retirement and what employers can do to...

Retirement industry experts explored research from Nuveen and the TIAA Institute that reveals critical gaps in retirement planning and how...

WTW experts discussed how PEPs are evolving beyond administrative efficiency to support stronger retirement outcomes and how plan sponsors can...

Panelists discussed how participant personalization can be implemented and how it can improve retirement outcomes.

Attendees learned about collective investment trusts, how they differ from mutual funds, and what that means for CIT selection and...

Award-winning plan sponsors shared ways they’ve improved their plans and challenges they’ve overcome.

Experts explained how to benchmarking retirement plan investments to ensure prudence and fee reasonableness.