Who is a fiduciary to your retirement plan? What does it mean to be a fiduciary? These questions and more will be answered in this livestream series, intended to offer basic education about Employee Retirement Income Security Act fiduciary duties. Speakers will cover the duties of loyalty and prudence; the selection of retirement plan providers; investment selection; fee benchmarking and more. Attendees will gain actionable insights and tangible resources to help them or their plan sponsor clients develop processes that will keep them compliant with the law.

In this webinar, you’ll discover how benchmarking can transform your retirement plan into a powerful tool for attracting and retaining talent. We’ll highlight key findings from the PLANSPONSOR Defined Contribution Survey and show how benchmarking drives smarter plan design decisions. Hear real-world examples and advisor insights on improving plan competitiveness and employee outcomes. Find out why benchmarking matters, what to look for, and how to put these strategies into action.

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.

This webinar will explore the multifaceted value of Health Savings Accounts (HSAs) for both employers and employees, positioning them as more than just tools for healthcare spending. It highlights the unique triple tax advantage of HSAs which makes them a powerful and cost-effective benefit for organizations aiming to enhance employee financial wellness without increasing costs. We will also emphasize immediate employee benefits such as tax savings, flexibility in covering a wide range of medical expenses, portability, and the absence of a “use it or lose it” rule. Finally, we will address the importance of minimizing fees, as even small differences can significantly impact long-term savings. It encourages plan sponsors to evaluate HSA providers with the same rigor as 401(k) vendors and to focus on low-cost investment options.

What will it take to deliver protected retirement income that truly meets the needs of both plan sponsors and participants? That’s the question our speakers – Glenn Dial, Senior Retirement Strategist at American Century Investments, and Matt Wolniewicz, President of Income America – will tackle head-on. Drawing from American Century’s 12th Annual Retirement Survey, they’ll unpack the latest sentiment data and reveal critical disconnects and opportunities in retirement readiness. From behavioral insights to implementation strategies, Glenn and Matt will guide attendees through the practical realities of guaranteed income, equipping retirement professionals with the tools to better align plan design with participant needs. What You’ll Learn: Key takeaways from the 2025 Retirement Survey, including sentiment trends and priority gaps. The mechanics of guaranteed income and how it fits into modern defined contribution plans. Actionable strategies for sponsors to enhance retirement outcomes. Whether you’re a plan sponsor, advisor, or industry stakeholder, this session can help you navigate the next chapter in protected retirement income.

This livestreamed event will explore the use of retirement income products and their availability for defined contribution plans. Experts will: share statistics on what plan sponsors offer and what participants take up; discuss strategies for adopting different products as tools to optimize retirement outcomes; and examine the marketplace for guaranteed income options, notably annuities. Topics will also include Social Security claiming strategies and Medicare.

Student debt is placing growing financial pressure on employees—and it’s directly impacting their ability to save for retirement. With the federal payment pause now over and broad forgiveness off the table, this stress is intensifying and showing up in the workplace. The time to act is now. Backed by Fidelity research, this session will explore how innovative student debt benefits can reduce stress, improve retirement readiness, and strengthen employee retention and productivity. Join us to learn why student debt benefits are more than a workplace perk—they’re a strategic investment in your people and your organization’s future.

In this livestreamed event, experts will discuss investment strategies for participants, specifically those 55 and older, to consider as they start contemplating retirement in earnest. Especially pertinent is how to invest the greater catch-up savings permitted for participants ages 60 through 63. Sessions will also delve into Social Security “bridging” strategies and the structure of the retirement “class” in a target-date fund.

Sponsors have created and refined their fiduciary duties to retirement plans over the years, but how does this translate into processes for health benefit plans? Join us for a series of livestream sessions in April to learn more. Plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans.