Generational Education & Communication - General Session
Why is it beneficial to provide specialized education to different age-cohorts or generations of employees - from Millennials to Gen-X to Boomers? Varying generations of employees may comprehend messaging regarding financial education differently. Education relevant to one group is not always relevant to another. Generations of employees also differ in how they prefer to receive this type of education.
This session will describe the importance of segmenting messaging to different generations of employees, how these employees understand information, and what delivery methods tend to achieve the most outreach success. The session will also provide attendees with innovative targeted outreach and education from fellow government defined contribution plans.
ESG – Environmental, Social and Governance Investment Criteria - Concurrent Session
Today it appears that ESG investing is here to stay and that it will be a focus for many years to come. The rationale behind ESG investing is not in question, but does it lead to higher expenses or lower returns? Is it practical to employ an ESG philosophy with your DC investment lineup? Topics that will be covered include:
- What is ESG investing?
- ESG dedicated options vs. a broader ESG integration
- ESG and passive investment options
Holistic Retirement: Money, Purpose, Health - Concurrent Session
There is more to a happy retirement than just the retirement party and leisure activities. We spend decades planning for the day we retire. Participants have thought little about what that retirement will look like post work. There are important decisions to consider around when to travel- early years of retirement vs. later years when health may be failing. How to find the purpose of our days once our lives are no longer defined by work. How to take care of our mental and physical health. How to make sure money will not run out.
Government Breakout Sessions by Asset Size - session facilitators needed
- Session #1: $100 million or less
- Session #2: 101 million - $250 million
- Session #3: $251 million - $499 million
- Session #4: $500 million - $999 million
- Session #5: $1 billion - $3 billion
- Session #6: > $3 billion