Thursday

 

 

1–2 p.m. ET | General Session 1

 

Washington Update
 

New administration, new Congress. Learn how the new political landscape could change the retirement policy dynamic, and the potential for significant reforms over the next two years. Get a first-hand account of what’s happening in Washington, D.C. Also, get an update on the status and outlook for comprehensive retirement legislation and regulations from IRS, and the Departments of Treasury and Labor.

 

 

Will Hansen, Chief Government Affairs Officer, American Retirement Association

 

Shane Lieberman, Executive Director, Federal Affairs Manager, UBS Americas Inc.

 

 

Sponsored by UBS

 

 

 

Monday

 

 

11 a.m.–Noon ET | Sponsored Sessions

 

 

Noon–1 p.m. ET | Virtual Exhibit Hall

Visit with sponsors and exhibitors at your convenience and chat live with expert solutions providers, watch demos or videos, download materials, or leave your contact information for follow-up.

 

 

1–2 p.m. ET | General Session 2

 

Sponsored by PNC

 

 

2–2:15 p.m. ET | Brain Break

 

 

2:15–3:15 p.m. ET | Workshops

 

Workshop 1: Health Plan Choice Support Tools and the Impact on HSA Enrollment

Health plan choice support tools are becoming more popular in assisting employees to determine the best plan for themselves and their family. Get an overview of these important tools and how they’ve assisted the adoption of high deductible health plans and health savings accounts (HSA). Gain insights about panelists’ experience offering these tools to clients who leverage HSA programs.

 

 

Ann Brisk, SVP, Director of Strategic Partnership Growth, HSA Bank

 

Shelby George, CEO, Perky

 

 

Sponsored by HSA Bank

 

 

Workshop 2: The Retirement Income Landscape

 

Are you thinking about how to provide adequate retirement income to your participants? In this session you will learn what retirement income is, utilization and adoption historically, currently, and prospectively and implementation issues.

 

 

Jeff Cimini, SVP, Retirement Product Management, Voya Financial

 

Deana Harmon, VP, Investment Director, PNC

 

Constantine Mulligan, Partner, Dimensional Fund Advisors

 

Moderator: Rob Capone, Head of Defined Contribution, LGIMA

 

 

 

Sponsored by LGIMA

 

Workshop 3: Creating Engagement in a Virtual World

 

The loss of face-to-face meetings is accelerating a reinvention in how companies do business. We’ve been part of the cataclysmic shift to a new way of doing business — virtually. As the recovery and re-entry timeline extends, questions are surfacing about etiquette, expectations and engagement. Learn from a digital communications expert who will share new ideas for how to embrace the virtual world.

 

 

Sheri Fitts, CVP, CEO/Founder, ShoeFitts Marketing

 

Marita Yancey, Sr. Director of Benefits and Wellness, The University of Texas at Dallas

 

Moderator: Scott Duffy, VP Client Services, ADP

 

 

Sponsored by ADP

 

 

 

3:15–3:30 p.m. ET | Brain Break

 

 

3:30–4:30 p.m. ET | Workshops

 

Workshop 4: Nonqualified Plans Soup-to-Nuts

 

A nonqualified plan could be a great option, but where do you start? Get a refresher on nonqualified plans from plan design to operations to distributions.

 

 

Brenda Babb, National Benefits Director, Global Medical Response, Inc.

 

Matthew Maier, VP – Senior Consultant, Lockton Investment Advisors
 

Chris McNulty, EVP, CFO & Treasurer, GNY Insurance Companies

 

Moderator: Glenn Dial, Senior Retirement Strategist, American Century

 

Sponsored by American Century

Workshop 5: COVID 1 Year Later: The Impact on Plans & Participants
 

Due to COVID, retirement plan sponsors altered strategies to ensure participants continue to save for a secure retirement. Learn the types of plan design and communication changes plan sponsors made in response to the pandemic and how participants’ savings habits changed.

 

 

Larry Cruz, HR Profit Sharing Team Leader, Edward Jones

 

Anna Rappaport, Founder, Anna Rappaport Consulting

 

Moderator: Bradley Bonno, Director of Financial and Retirement Education Services, PNC Institutional Asset Management

 

 

Sponsored by PNC

 

Workshop 6: I'm a Fiduciary 101

 

Let’s get Ethical. Participate in a fiduciary principles review, including, techniques on how to ensure your plan committee is properly trained on fiduciary duties.

 

 

Peter Lohri, COO, Enterprise Iron Financial Industry Solutions, Inc.

 

Kathleen Dulko, President, Ashford Investment Advisors

 

 

Sponsored by Ashford Investment Advisors

Tuesday

 

 

11 a.m.–Noon ET | Sponsored Sessions

 

Noon–1 p.m. ET | Virtual Exhibit Hall

 

Visit with sponsors and exhibitors at your convenience and chat live with expert solutions providers, watch demos or videos, download materials, or leave your contact information for follow-up.

 

 

1–2 p.m. ET | General Session 3

 

Enjoy Erin Lowry's practical strategies on how HR individuals can connect with millennials and GenZ —for greater engagement and participation in financial programs and employer benefits. Gain creative problem-solving ideas for company-wide initiatives encouraging all employees to take control of their financial lives, and better value company benefits. Understand the powerful combination of using the right language and goal setting techniques. Learn to communicate clearly, compellingly, and empathetically with those whose worlds may seem wildly unlike yours.

 

Erin Lowry, Author, Broke Millennial

 

Sponsored by LGIMA

 

 

2–2:15 p.m. ET | Brain Break

 

 

2:15–3:15 p.m. ET | Workshops

 

Workshop 7: What's an ESG?

 

You’ve heard a lot about these funds but haven’t had time to dive into the details. Learn the basics of Environmental, Social and Governance (ESG) funds. What are they? Why are they important? How do you incorporate ESG into your retirement plan? What are the fiduciary risks?

 

Tom Conlon, Executive Director, Morgan Stanley

 

Robert E. Pike, Senior Advisor for Sustainable & Responsible Investing, Sheets Wealth Management, Inc.

 

Moderator: Kim Ginsburg, Dimensional Fund Advisors

 

Sponsored by Dimensional Fund Advisors

 

Workshop 8: That Rainy Day — the How and Why of Emergency Savings

 

Should an employer assist an employee with saving for an emergency? And, if an employer provides assistance, what is the best product? Get answers to the difficult questions with respect to emergency savings accounts.

 

Peter Welsh, Senior Vice President Retirement Services, Millennium Trust Company LLC

 

 

 

Workshop 9: It’s (Almost) Time to Sit Back and Put Your Feet Up: Communicating to Pre-retirees

 

Learn best practices for communicating effectively with plan participants on the cusp of retirement, or who recently retired. Get tips on withdrawal strategies, health care in retirement, effective coordination with Social Security benefits and more.

 

Daniel Keady, Managing Director and Chief Financial Planning Strategist, TIAA
 

Lisa Mrozinski, Director of Total Rewards, Robert W. Baird  & Co. Inc.

 

 

Sponsored by TIAA

 

 

3:15–3:30 p.m. ET | Brain Break

 

 

 

3:30–4:30 p.m. ET | Workshops

 

Workshop 10: Let’s Talk About Diversity and Inclusion

 

Learn the history — and current state — of savings and income gaps among various groups. Get tips on how to start the conversation about diversity and inclusion at your company. Gain strategies to impact your benefits in a meaningful way.

 

 

Laura Finn, Senior Consultant, Financial Finesse
 

Eliza Guilbault, VP, Workplace Thought Leadership, Fidelity Investments
 

Gabrielle Turner, Director of Human Resources, Outerknown
 

Moderator: Mercedes Ikard, Disney

 

 

Workshop 11: Overcoming HSA Barriers

 

Even though HSAs have been around for more than 15 years, you still encounter common barriers to effectively implement and promote HSAs. Plus, participants encounter barriers as well. Let’s figure out how to overcome barriers ranging from a vendor change to investments.

 

 

Dan Milfred, CFO, Pacific Woodtech
 

Carol Sedlacko, Manager, Benefits & Payroll, Austin Powder Company
 

Moderator: Gene Silverman, Executive Director, Head of Retirement Plan Services, UBS Workplace Wealth Solutions

 

Sponsored by UBS

 

 

Workshop 12: Hot Topic

 

Sponsored by Principal

 

 

4:30–4:45 p.m. ET | Brain Break

 

 

 

4:45–5:45 p.m. ET | General Session 4

 

Embrace Change

 

Explore diversity and inclusion, and financial literacy with Mellody Hobson. She’ll sit down with Brian Graff to discuss the experiences that motivated her to achieve professional success, and why she is passionate about increasing diversity and inclusion in the workplace and the boardroom. Learn why building a financially literate society is so important.

 

Brian Graff, Esq., APM, Chief Executive Officer, American Retirement Association
 

Mellody Hobson, Co-CEO, Ariel Investments           

 

 

Sponsored by Principal