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conference presentation

Practical Resources for Plan Improvement

With technological advances, it has become easier to create tools that can help plan sponsors identify, evaluate, and act on goals and objectives; measure results; and carry out their vision for improving their Plan and the lives of the people it serves. Explore resources that help plan sponsors gain insight into the focus areas of fund managers and vendors, learn how to establish a feedback loop to hear the voice of the participant, and discover how to create a practical and actionable roadmap for moving from the abstract to the concrete.

By |2023-08-31T09:30:41-04:00January 1st, 2023|Comments Off on Practical Resources for Plan Improvement

How to Successfully Communicate Plan Fees

Plan fees can be complicated making effective participant communication quite a challenge. This panel will discuss the different types of plan-related fees and the challenges one Plan is facing during the development of a new fee policy. Learn best practices for developing clear, concise fee information and how to help ensure participants are making educated decisions.

By |2023-08-31T09:31:05-04:00January 1st, 2023|Comments Off on How to Successfully Communicate Plan Fees

Exploring Decumulation Solutions – What Do Participants Need?

Retiring U.S. workers are finding it increasingly difficult to transition from saving to spending, and none more so than employees in the public sector. With the availability of defined benefit pensions and varying social security eligibility, public sector workers are in a unique situation when they retire. This panel will address this decumulation challenge, focusing on what participants really want and need. Learn when and how to engage participants about income generation in retirement and hear how one organization is educating participants about the benefits of keeping their money in the plan.

By |2023-08-31T09:31:27-04:00January 1st, 2023|Comments Off on Exploring Decumulation Solutions – What Do Participants Need?

Participant Engagement Trends in a Hybrid Environment

Communication strategies are rapidly evolving as many individuals adapt to new hybrid or fully remote work environments. Explore recent data findings and discover tips for engaging participants in different work environments. Learn one Plan’s communication successes (and lessons learned), the important role plan sponsors play in participant engagement, and how to apply these ideas into your own plan.

By |2023-08-31T09:32:09-04:00January 1st, 2023|Comments Off on Participant Engagement Trends in a Hybrid Environment

The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent

Since the pandemic, organizations find themselves with another unexpected phenomenon many call the “Great Resignation” – the massive wave of U.S. workers quitting their jobs for new opportunities or exiting the job market completely. Learn how the pandemic impacted public sector employment and gain suggestions for navigating remote work so employees engage and feel valued. See how one plan is making legislative changes to their employer match with recruiting and retention in mind.

By |2023-08-31T09:32:31-04:00January 1st, 2023|Comments Off on The Great Resignation: Attracting, Retaining and Valuing Public Sector Talent

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 |2023-08-31T09:33:19-04:00January 1st, 2023|Comments Off on Protecting Participant Data – Safeguarding Against Fraud and Breaches

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 |2023-08-31T09:37:27-04:00January 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 |2023-08-31T09:38:32-04:00January 1st, 2023|Comments Off on A Plan Sponsor’s Guide to Using Data and Research in the Public Sector
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