PLANADVISER National Conference September 12-14, 2022 Find out more. Jodi Epstein, Ben Grosz, and Percy Lee will all be featured panelists at the PLANSPONSOR National Conference 2022 in Orlando next week. ©2022 ALSTON & BIRD LLP Connect. The Russell 2000 gained 21.40 points (1.27%) to 1,711.67, and the Wilshire 5000 raised 425.03 points (1.14%) to 37,752.88. The conference agenda covers trends and practices in retirement plan design, participant engagement and education, and investment options, as well as provides legislative and regulatory updates. II Defined Contribution Institute September 13-14 . 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com Federal District Courts Disagree on Compelling Individual Arbitration of ERISA Class Action. Emily Seymour Costin. June 15, 2018. Fidelity is excited to be a sponsor at the 2022 PlanSponsor National Conference. Washington, D.C. Emily Costin will speak on the panel "The Lessons From Litigation" at this conference. The PLANSPONSOR National Conference brings together plan sponsors, retirement plan advisers and retirement plan industry providers. 2022 National Conference ; Plan Sponsor Roundtables ; Women in Retirement Conference ; Education . Presented by PLANSPONSOR. Hope to see you there! In-plan decumulation programs are essential options in a retirement plan to help plan participants manage risk in retirement, experts at the 2022 PLANSPONSOR National Conference said. June 22, 2021, PlanSponsor National Conference, "Washington Update" - Panelist; November 4, . PLANADVISER Editorial Video - Participant Insights. June 21 - 24, 2021 | Virtual Conference. Boston Marriot Newton October 25, 2017 Newton, MA 02466 The Harvard Club of New York City October 26, 2017 New York, NY 10036. . During a presentation at the 2022 PLANSPONSOR National Conference in Orlando, Brian Bender, managing director and head of retirement plan services at Schwab Retirement Plan Services, said recent cultural shifts have influenced both employees' expectations concerning workplace benefits and the evolving role of the 401(k) plan in talent . 1 min read Recorded Webinar May 24, 2022 CLE. Visit Rey Jomarron at booth 316 to learn why over 60,000 utilize our Solution. Gain insights from our PlanSponsor mediated panel of HR experts on June 9 to learn more about enabling a total benefit offering. Save the Date for PSCA's 2023 National Conference. IPB associate Percy Lee was a featured speaker on the panel "Fiduciary Mistakes to Avoid," at the PLANSPONSOR National Conference 2021 (PSNC) on June 22. Image. 2021 Virtual PLANSPONSOR National Conference June 21-24, 2021 | Virtual Conference. February 16, 2022 . speakers William Applegate Vice President, Industry Relations Groom's Will Delany, Jenny Eller, David Levine and Scott Mayland will be presenting at the 2022 PLANSPONSOR National Conference ("PSNC") taking place June 8 - 9, 2022. Sponsored by MassMutual MARKET MIRROR Thursday, the Dow gained 194.23 points (0.64%) to 30,677.36, the Nasdaq increased 179.11 points (1.62%) to close at 11,232.19, and the S&P 500 was up 35.84 points (0.95%) to 3,795.73. Transcontinental Trusts: Bermuda 2022. 1 min read Speaking Engagement Recap May 04, 2022. Sponsored by UBS Earn the Certified Plan Sponsor Professional (CPSP) credential and attend the conference FREE! Eyebrow. P&I Canadian DC Breakfast Briefing June 15, 2022 Toronto Find out more. P&I Canadian DC Breakfast Briefing June 15, 2022 Toronto Find out more. . Third Quarter. April 13, 14, 2022 | Virtual Conference 2022 Virtual Understanding PRT. . June 8-10, 2022 | JW Marriott Orlando, Grande Lakes, FL 32837 2022 Virtual HSA Conference. "Only a few days to go until the 2022 PlanSponsor National Conference. June 29, 2022. . We'll share lessons on how to foster opportunities that help employees build a stable financial ground and plan for a successful retirement. May 3-5, 2023. Whether you seek a fresh approach to stock or retirement plan options or need to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. Read more - PLANSPONSOR Article Millennium Trust's Automatic Rollover Solution provides a valuable tool for plan sponsors to manage plan liabilities all while meeting fiduciary duties and DOL guidelines. 2022 PLANSPONSOR National Conference. Orlando, FL. Stop by our booth to hear the latest on how Fidelity is supporting benefits for the modern workforce. The 2020 conference agenda will examine the usual core categories of client service, practice management, investments and regulatory challenges, but with a current focus. Make plans now reconnect with the Oracle community June 12-15, 2022 at the sleek and sophisticated . 2022 Signature Awards Winners; 401K Day. Panelist: Benjamin L. Grosz and Jodi H. Epstein "Employee Benefits in Merger & Acquisitions," Tax Executives Institute, Los Angeles Chapter, November 3, 2017. PLAY VIDEO . 3 weeks ago CAPTRUST Receives Two Accolades from Business North Carolina. We pre-file for HR Certification Institute (HRCI), Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) for the 2020 PLANSPONSOR National Conference. During the 2022 PLANSPONSOR National Conference in Orlando, a panel of compliance experts offered a detailed analysis of the Employee . During the 2022 PLANSPONSOR National Conference in Orlando, a panel of compliance experts offered a detailed analysis of the Employee Retirement the Hughes case has been remanded to the 7th U.S. what's been learned from erisa case proceedings June 2, 2022 - On May 13, 2022, the 9th U.S. . PLAY VIDEO . June 29, 2022. Reported by . Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Awards Methodology 1,200+ attorneys . Registration Closed To request approval for other types of continuing education credit, please submit CE requests by March 27, 2020. 2 min read Recorded Webinar November 10, 2021 CLE. 2022 PLANSPONSOR National Conference. With his extensive knowledge of the privacy and security laws that impact benefit plans, including HIPAA's privacy and security requirements, Steve frequently helps covered entities and business associates comply with breach and security incident notification requirements under HIPAA and other privacy laws. . March 14, 2022, Pension & Investments East Coast Defined Contribution Conference, "Fiduciary Responsibilities in the Wake of Landmark ERISA Case - Hughes vs. Northwestern University" . 2 min read Recorded Webinar May 24, 2022 CLE. ERISA LItigation/Appellate Supreme Court Ruling on Hughes V. Northwestern January 31, 2022 . 1701 Pennsylvania Avenue, N.W. PLANSPONSOR National Conference 2019 DATE: Wednesday, June 5th - Friday, June 7th 2019 VENUE: Renaissance Hotel, Washington D.C. (999 9th Street NW, Washington, DC 20001) PLANADVISER National Conference September 12-14, 2022 Find out more. . 2022 News Groom Alumni Networking Event at Nationals Park News June 17, 2022 . 2022 PLANADVISER National Conference. The second day of the 2019 PLANSPONSOR National Conference, held last week in Washington, D.C., included a timely, in-depth panel discussion about new investment ideas for defined contribution (DC) retirement plans, with a particular focus on the subjects of environmental, social and governance investing (ESG) and collective investment trusts . Be sure to vote for the topics you would like to see covered at next year's conference! June 8-10, 2022 | JW Marriott Orlando, Grande Lakes, FL 32837. CIO; PLANADVISER; PLANSPONSOR; 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com. March 3, 2022 | Virtual Conference Website. Circuit Court of Appeals held that state law fiduciary duty claims asserting the same theory as the stockholder would pursue in bringing a. circuit-analysis-theory-and . Third Quarter. PLANSPONSOR National Conference June 8-10, 2022 Find out more. Outside of UBS, Rita is an active spokesperson in her professional community. Screen Reader Content. June 13, 2018 to. PLANSPONSOR; 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com. News & Columns . More information coming soon. Considering COLI in a Tight Labor Market . During a presentation at the 2022 PLANSPONSOR National Conference in Orlando, Brian Bender, managing director and head of retirement plan services at Schwab Retirement Plan Services, said recent cultural shifts have influenced both employees' expectations concerning workplace benefits and the evolving role of the 401(k) plan in talent . 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com Fiduciary Compliance for Church Plans: What Fiduciaries Should Know and Be Doing Now! Use promo code PSCA_99 and pay just $99! For 2022, finalists and winners will be recognized in six qualitative categories, representing excellence in the following areas: Plan Sponsor Service Plan Participant Service Mentorship Efforts to Improve Diversity, Equity and Inclusion (DE&I) Community Impact and Giving Back Closing the Coverage Gap 64th Annual Survey Report; . At the 2022 PlanSponsor National Conference, our experts will share lessons on how to help employees build a stable financial ground and plan for a successful retirement. Find out more. Emily Seymour Costin. In case you missed it, here's a look into our 16th annual gathering. Features workshops and panel discussions by leading cyber experts who share their insights on hot topics, trends, and cybersecurity concerns. Share. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.. LNC was organized under the laws of the state of Indiana in 1968, and maintains its principal executive offices in Radnor, Pennsylvania. PLANADVISER events include Retirement Plan Advisers National Conference. When. Terry Dunne will also be part of a panel discussion . Event Detail. The 2022 PLANSPONSOR National Conference (PSNC) PLANSPONSOR June 8, 2022 Publications Regulatory Monitor: Department of Labor Update The Investment Lawyer May 20, 2022 Keep In Touch. Subscribe. . Event Code of Conduct Off-Exchange Futures, Off-SEF Swaps and Assorted Trade Practice Issues: The Regulators' Perspective. Body. About - PLANSPONSOR National Conference 2022 conduent.social June 5-7, 2019. See more Conduent Today at 9:45 AM PTE 2020-02 Obituaries: Mistakes and Misunderstandings (Part 2: Common Questions About Compliance with PTE 2020-02) - Webinar. - Webinar. Award recipients across all categories will be honored at the PLANSPONSOR Awards for Excellence celebration at the PLANSPONSOR National Conference (PSNC) on June 8, 2022, along with other award winners across the retirement industry. Best of PLANSPONSOR National Conference 2017. The deadline for the 2022 Plan Sponsor of the Year award nominations is January 24. Jodi Epstein, a partner in Ivins, Phillips & Barker, spoke to attendees at the 2022 PLANSPONSOR National Conference, in Orlando, with optimism that legislators on Capitol Hill have great interest in developing policies that enable defined contribution plans to offer retirement income. She is often a featured guest speaker on ERISA topics at industry conferences and events, including those of the Chicago Bar Association, Financial Executives International, the SPARK National Conference, the PLANSPONSOR National Conference and the CPA® Society.