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Protecting Participant Data – Safeguarding Against Fraud and Breaches

Fraud and breach response are top-of-mind for all organizations entrusted with sensitive data. Discover data privacy best practices, how sponsors can help protect participant information, and the timeline for responding to participants and the public when a breach occurs. Learn about new authentication technology and the features and applications NYC Health + Hospitals’ system uses to protect their employees.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on Protecting Participant Data – Safeguarding Against Fraud and Breaches

Exploring Decumulation Solutions – Considerations for Plan Sponsors

As the wide array of decumulation solutions continue to expand, more plan sponsors are considering adding options to their defined contribution plans. This panel will provide an overview of decumulation solutions and discuss key analytics for plan sponsors to consider when thinking about retirement income. Learn about fiduciary responsibilities and the importance of working closely with your recordkeeper and plan consultant/advisor when considering and selecting solutions.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on Exploring Decumulation Solutions – Considerations for Plan Sponsors

Designing and Implementing Financial Wellness Programs

The topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this discussion on the meaning of financial wellness and hear examples of successful programs implemented by public sector plans. Learn about financial well-being solutions and how the pandemic has impacted program offerings and engagement. The session will also explore how financial priorities vary across the five generations currently in the workforce.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on Designing and Implementing Financial Wellness Programs

A Plan Sponsor’s Guide to Using Data and Research in the Public Sector

Follow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his County’s DC plan. Along the way, experts and researchers from different corners of the industry explain how plans of any size can best leverage the resources and information available, why research specific to the public sector is unique, and why sharing data is so critical for all.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on A Plan Sponsor’s Guide to Using Data and Research in the Public Sector

State ESG Rules: What DC Plan Sponsors Need to Know

The Department of Labor proposed subsequent rules in 2020 and 2021 to first discourage and then protect the use of ESG factors in the fiduciary decision-making processes. These rules, while important to the industry as a whole, would not apply directly to governmental plans that are not bound to ERISA. In response, several states have stepped in to create their own rules to influence the actions of public plan sponsors. The landscape of these rules is both complex and diverse.

By |2025-07-23T07:59:38-04:00December 15th, 2022|Comments Off on State ESG Rules: What DC Plan Sponsors Need to Know
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