PLANSPONSOR

DC Plan Management Under Pressure

Thu, 14 May 2026 08:41:21 +0000

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?

Understanding the DOL’s Latest Proposal for Prudent Investment Selection

Fri, 24 Apr 2026 11:16:37 +0000

The Department of Labor has issued a new proposal that could affect how retirement plan fiduciaries evaluate, document, and defend investment decisions. This webinar will provide: • Timely context and practical perspective on the proposal • Insight into what the proposal is intended to clarify • Considerations for how fiduciary processes may be affected • Key questions plan sponsors and committees should be thinking about as the rulemaking process continues

Unlocking Better Outcomes: What the 2026 Workplace Trends Mean for Your Plan

Tue, 21 Apr 2026 14:47:13 +0000

Our 2026 report distills Fidelity’s latest research on retirement plan design, employee behavior, and integrated benefits—providing you with actionable, data-driven guidance to strengthen workforce financial wellness and organizational outcomes. Clear, data-backed direction Actionable, easy-to-implement strategies A holistic view of the benefits ecosystem A roadmap for 2026 and beyond

The retirement ripple effect: The cost of delayed retirement

Fri, 06 Mar 2026 11:31:07 +0000

More employees are working beyond age 65—not only by choice, but often because they’re not financially prepared to retire. This shift creates a notable ripple effect across organizations, influencing cost structures, mobility, and long-term workforce strategy. A new Principal® analysis reveals that delayed retirements create a measurable cost impact, but those costs vary significantly by industry.  As the retirement landscape evolves, many organizations are rethinking how they support long-term financial security for their workforce. Employees want the ability to retire when they feel personally and financially ready, and employers want to help make that possible. When people can retire on their own terms, it creates space for thoughtful workforce planning, smoother transitions, and a healthier overall workplace. Employers can support those outcomes through thoughtful plan design. Automated features—such as auto enrollment, auto increase, and annual re-enrollment—help employees start saving earlier, stay engaged, and build confidence in their retirement readiness. When employees can retire on time, organizations benefit from lower long-term costs, improved mobility, and a more resilient talent strategy. Join managing directors of Enhanced Plan Design at Principal for a practical, data-driven conversation on: • What’s driving delayed retirement across industries. • How delayed retirement affects employer cost structures and why the impact varies by sector. • Scalable ways plan design—especially automated features—can influence retirement readiness, often at a cost lower than a single year of delayed retirement. • Practical design actions to support employee readiness.

Paycheck or Pot of Gold? Helping Participants Navigate the Decumulation Dilemma

Fri, 13 Feb 2026 14:40:49 +0000

In this webinar, you’ll discover how defined contribution plan participants are navigating the decumulation dilemma— taking their accumulated savings as a paycheck (i.e., an annuity) or a perceived “pot of gold” (i.e., a lump sum). We’ll share key findings from MetLife’s 2026 Paycheck or Pot of Gold Study, which show how quickly lump sums are being depleted and, in contrast, the high levels of satisfaction among annuitants. Whether you already enable your plan participants to convert their DC savings into guaranteed lifetime income – or are considering it – you won’t want to miss this webinar. ● Hear how pre-retirees and retirees are navigating the challenge of making their savings last ● Learn about employers’ growing interest in guaranteed lifetime income solutions from the industry's market leader ● Understand how you can shape successful retirement outcomes for your plan participants

Retirement Realities – What Sponsors May Be Missing

Wed, 10 Dec 2025 12:06:31 +0000

What do plan sponsors believe about retirement readiness, and how does that compare to what participants actually feel? During this webinar, Glenn Dial, Senior Retirement Strategist at American Century Investments, will unpack the findings from the firm’s 12th Annual Retirement Survey. He’ll explore where sponsor and participant perspectives align – and where they diverge – on key issues like savings confidence, market risk, and retirement income expectations. Glenn will also touch on the evolving role of target date funds (TDFs) and how guaranteed income is being viewed in today’s defined contribution landscape. This session is designed to help retirement professionals better understand the sentiment gaps and take action to close them. What You’ll Learn: Fresh insights from the 2025 Retirement Survey. Key disconnects between plan sponsors and participants. Perspectives on market risk, TDFs, and retirement income. Strategic considerations for plan design and communication Whether you're a plan sponsor, advisor, or industry stakeholder, this webinar will help you rethink how retirement plans can better serve the people they're built for.