Retirement Plans & Benefits

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The Convergence of Health and Wealth using HSAs

In today's evolving healthcare market, regulatory requirements, new technologies and varying payment methods are driving service providers to respond with expanded solution sets. One industry vehicle that is growing in response to this need is the Health Savings Account (HSA), an option for organizations to provide their employees with a simplified approach to manage their health care costs while accumulating wealth with tax-advantaged accounts. This session explores ways to tie emerging payment and information-sharing technologies together to serve the healthcare space, with results that better serve the organization’s constituency.

Speaker(s)

Todd Berkley, Global Leader - BenefitWallet, Conduent

Kathryn Mertes, Vice President, BNY Mellon

CTP/CCM Credits: 1.2
FP&A Credits: N/A
CPE Credits: 1.2
CPE Field of Study: SKA

Proven Partnering Practices to Address the Challenges of an Ever Evolving Defined Contribution World

Two heads are better than one, right? Or, in some cases, it may be two areas of expertise. Underpinning many successful 401(k) Programs are harmonious partnerships between finance and human resource teams. Learn what has worked to drive results for some of the top 401(k) plans and ideas for continued partnerships in the ever evolving world of Defined Contribution.

Speaker(s)

Katie Hockenmaier, CIPM, Principal, Mercer

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: MAS

More Than Just Retirement: Creating a Financial Wellness Program

Most financial education for employees centers around saving for retirement through their 401(k). But strong financial habits start early and encompass more than your annual 401(k) contribution limit or company match. Attend this session to hear two companies discuss their financial wellness programs, including how they were implemented and employee response.

Speaker(s)

Susan Glass, CTP, Assistant Treasurer- Global Cash and Investments, Hallmark Cards, Inc.

Roger Gray, Director, Institutional Sales Manager, Bank of America Merrill Lynch

Ann Anthony, CTP, Vice President & Treasurer, South Jersey Industries, Inc.

CTP/CCM Credits: 1.5
FP&A Credits: 1.5 (CD)
CPE Credits: 1.5
CPE Field of Study: BMO

Aligning Fiduciary Duties with Pension Risk Management

Regardless of proposed DOL Fiduciary rule changes, plan sponsors need to align their fiduciary duties with risk management steps to ensure better outcomes for both participants and plan sponsors. There are important fiduciary duties for DC plan sponsors to understand as they help their employees prepare for and manage retirement risk. Attendees gain a high level understanding of their fiduciary duties related to both DB and DC plans, learn about relevant risk management tools and walk away with a firm understanding of the most recent updates to the Fiduciary Rule in this enlightening session.

Speaker(s)

Russ Proctor, FSA, CFA, FCA, EA, MAAA, Director - Retirement Solutions Division, Pacific Life Insurance Company

Marty Menin, Director, Retirement Solutions Division, Pacific Life Insurance Company

Mark Simons, Counsel, Morgan, Lewis & Bockius LLP

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: SKA

Going Beyond Financial Literacy: Why Financial Courage is the Key to Employee Financial Wellness

Organizations have long relied on education initiatives to address employees’ financial wellness. However, new research shows strengthening employees’ financial courage is a more effective and critical approach. Hear how focusing on participant outcomes and understanding the motivation behind employee decision making can help your organization build a business case for financial wellness, identify roadblocks to engagement, and unlock keys to successful programs.

Speaker(s)

Betsy Dill, Senior Partner, US Financial Wellness Leader, Mercer

Renee McGowan, Global Leader, Individual Retirement Savings and Wellness, Mercer

CTP/CCM Credits: 1.2
FP&A Credits: 1.2 (CD)
CPE Credits: 1.2
CPE Field of Study: PD

Securing Your Pension Promises by Mitigating Risk and Creating Shareholder Value

In 2016, $14 billion of pension benefits were secured by U.S. corporations through pension risk transfer transactions. Pension plan de-risking has become a transatlantic trend that is increasingly accepted as a sound strategic choice. This session provides attendees with multiple strategies that can positively impact their pension plans, transfer risk to insurers, and ultimately secure promised benefits Discussion also includes the potential impact of pension de-risking on your organization’s beta and valuation.

Speaker(s)

Nandini Mongia, CFO, Prudential Retirement, Prudential

Rohit Mathur, Senior Vice President, Head of Global Product and Market Solutions, Prudential Retirement

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: FIN

The Evolution of Target Date Funds: How to Optimize Your Company's Strategy

Currently, the majority of net positive cash flows in 401(k)s are flowing into target date funds (TDF), a trend that is likely to continue, if not accelerate, in the future. For many participants, the target date fund may be their only holding for their retirement nest egg; therefore, it’s imperative for companies to review their TDF strategy to ensure it’s in alignment with their participants' needs. Explore the current regulatory environment around TDFs, the Department of Labor’s plans for reviewing compliance, how to compare funds and determine the suitability of your plan, and why this matters to your executive team.

Speaker(s)

Kendall Frederick, CTP, FP&A, Senior Manager, Enterprise Risk Management, Hanesbrands Inc.

Brian Tiemann, Partner, McDermott Will & Emery LLP

Todd Solomon, Partner, McDermott Will & Emery LLP

Dana Brown, Senior Investment Consultant, Willis Towers Watson

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: FIN