"Only a few days to go until the 2022 PlanSponsor National Conference. Tips and Tricks for Avoiding Legal Pitfalls in Administering ERISA-Governed Benefit Plans . The 2022 PLANSPONSOR National Conference (PSNC) June 8, 2022 June 10, 2022 This event has passed. Washington, D.C. Emily Costin will speak on the panel "The Lessons From Litigation" at this conference. Subscribe. 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com PLANADVISER Editorial Video - Participant Insights. 2022 PLANSPONSOR National Conference. 2022 PLANADVISER National Conference. PLANSPONSOR; 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com. II Defined Contribution Institute September 13-14 . PLANSPONSOR National Conference June 8-10, 2022 Find out more. Stop by our booth to hear the latest on how Fidelity is supporting benefits for the modern workforce. More information on the venue is coming soon. 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. March 3, 2022 | Virtual Conference Website. Fiduciary Compliance for Church Plans: What Fiduciaries Should Know and Be Doing Now! Make plans now reconnect with the Oracle community June 12-15, 2022 at the sleek and sophisticated . PLANADVISER events include Retirement Plan Advisers National Conference. We'll share lessons on how to foster opportunities that help employees build a stable financial ground and plan for a successful retirement. See more Conduent Today at 9:45 AM 3 months ago PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers. 2022 Signature Awards Winners; 401K Day. Considering COLI in a Tight Labor Market . February 16, 2022 . About - PLANSPONSOR National Conference 2022 web.cvent.com Like Comment Share ANNUA 2w Report this post It may be summertime but SOPA Fall Fest will be here before we know it. PLANSPONSOR; 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com. Presented by PLANSPONSOR. June 15, 2022 PLANSPONSOR Employers Fiduciary & Plan Governance William Delany Groom Principal and co-chair of the firm's Litigation practice Will Delany was quoted in a recent PLANSPONSOR article, "PSNC 2022: Lessons From Litigation," which covered his session at the 2022 PLANSPONSOR National Conference in Orlando on June 9, 2022. More information coming soon. 401(k) Plan Research. Save the Date for PSCA's 2023 National Conference. February 16, 2022 . June 22, 2021, PlanSponsor National Conference, "Washington Update" - Panelist; November 4, . ©2022 ALSTON & BIRD LLP . This website uses cookies to improve functionality and performance. 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. June 21 - 24, 2021 | Virtual Conference. Emily Seymour Costin. Plan Sponsor Council of America | Participate now! 2019 PLANSPONSOR National Conference. 401(k) Day 2021; Find a Service Provider; Glossary; Research. 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com PLANADVISER Editorial Video - Participant Insights. Events | Plan Sponsor Council of America Events Join us for the 2022 PSCA National Conference, in person April 28-29, 2022 in Phoenix, AZ! 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. June 29, 2022. Third Quarter. Transcontinental Trusts: Bermuda 2022. 1 min read Recorded Webinar May 24, 2022 CLE. To receive continuing education credits, please contact cecredits@issgovernance.com. June 7-9, 2017, D.C. Emily Costin and Steve Mindy will be participating in this event hosted by Plansponsor. 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. Gain insights from our PlanSponsor mediated panel of HR experts on June 9 to learn more about enabling a total benefit offering. 2022 PLANSPONSOR National Conference PLANSPONSOR National Conference 2 June 8-10, 2022 JW Marriott Orlando, Grande Lakes. Share. PTE 2020-02 Obituaries: Mistakes and Misunderstandings (Part 2: Common Questions About Compliance with PTE 2020-02) - Webinar . "Defined benefit plans are going away," Epstein said . 64th Annual Survey Report; Screen Reader Content. Event Detail. 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. Orlando, FL. 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. DCIIA Diversity, Equity, and Inclusion Awards Celebration . . Event Detail. He will participate on the panel, "Ask the 403(b) Experts," and field questions concerning 403(b) plans and regulations. 2022 PLANSPONSOR National Conference. 1701 Pennsylvania Avenue, N.W. June 13, 2018 to. "'Compliance issues are often interrelated,' said Percy Lee, an associate attorney with Ivins, Phillips & Barker. 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. Be sure to vote for the topics you would like to see covered at next year's conference! THOUGHT LEADERSHIP SPOTLIGHT MORE . 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. June 29, 2022. The Plansponsor National Conference (PSNC) brings together legislative, legal and policy thought leaders with plan sponsors, retirement plan advisers and their providers. 2 min read Recorded Webinar November 10, 2021 CLE. 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. PSCA Honors Nancy Gerrie and Robert C. Merton with Lifetime Achievement Awards Press Room 4/5/2022 Certified Plan Sponsor Professional (CPSP) Credential Education Honoring Retirement Plan Education Superstars Press Room 4/28/2022 Webcasts Education Membership Benefits Membership Advertisement 2022 National Conference ; Plan Sponsor Roundtables ; Women in Retirement Conference ; Education . About - PLANSPONSOR National Conference 2022 conduent.social June 8-10, 2022, JW Marriott Orlando, Grande Lakes, FL. May 3-5, 2023. . 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. Sponsored by UBS Earn the Certified Plan Sponsor Professional (CPSP) credential and attend the conference FREE! Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Eyebrow. Marriott Orlando World Center. March 14, 2022, Pension & Investments East Coast Defined Contribution Conference, "Fiduciary Responsibilities in the Wake of Landmark ERISA Case - Hughes vs. Northwestern University" . Body. Use promo code PSCA_99 and pay just $99! The CAPTRUST Community Foundation Announces 2022 Charity of Choice. David Powell will serve as a speaker at the 2011 PLANSPONSOR National Conference on June 15th in Chicago, IL. Panelist: Benjamin L. Grosz and Jodi H. Epstein "Employee Benefits in Merger & Acquisitions," Tax Executives Institute, Los Angeles Chapter, November 3, 2017. Save the Date for PSCA's 2023 National Conference. Awards Methodology 1,200+ attorneys . PLAY VIDEO . The 2020 conference agenda will examine the usual core categories of client service, practice management, investments and regulatory challenges, but with a current focus. Fidelity is excited to be a sponsor at the 2022 PlanSponsor National Conference. ©2022 ALSTON & BIRD LLP Connect. PlanSponsor National Conference. June 8-10, 2022 | JW Marriott Orlando, Grande Lakes, FL 32837. The deadline for the 2022 Plan Sponsor of the Year award nominations is January 21. Join our newsletter to get updates from Groom Law Group, Chartered. Plansponsor National Conference. 1 min read Published Articles May 2022. 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. Considering COLI in a Tight Labor Market . Deals & People; Practice Management; Products; Client Service; . Decumulation programs assist participants in understanding how many years their accumulated retirement plan balances will last into retirement and can translate . Find out more. The agenda will feature presentations on developing the flexibility and resilience . Benefits strategies with an eye on compliance. April 13, 14, 2022 | Virtual Conference 2022 Virtual Understanding PRT. 1 min read Recorded Webinar May 24, 2022. 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) 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 . The PLANSPONSOR National Conference brings together plan sponsors, retirement plan advisers and retirement plan industry providers. II Defined Contribution Institute September 13-14 . . P&I Canadian DC Breakfast Briefing June 15, 2022 Toronto Find out more. Let's embrace the seismic shifts that occur, see them as catalysts that force us to evolve — to not just survive but to thrive. CIO; PLANADVISER; PLANSPONSOR; 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com. . PLANSPONSOR. June 5-7, 2019. September 12, 2022. That's why we've chosen "Embrace Change" as the theme for PSCA's 2021 National Conference, which we'll offer virtually. DCIIA Diversity, Equity, and Inclusion Awards Celebration . . About - PLANSPONSOR National Conference 2022 conduent.social The deadline for the 2022 Plan Sponsor of the Year award nominations is January 24. Ascend is the Oracle user community event that unites functional users, IT professionals and expert resources for frank discussion and practical education to elevate insights and improve decision making, project planning and business operations. 2022 PLANSPONSOR National Conference. September 12 - 14, 2022 | Westin Kierland Resort, AZ . 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. For sponsorship information, contact Gwenn Paness-Marsh, gmarsh@usaretirement.org. October 25 & 26, 2017. Be sure to vote for the topics you would like to see covered at next year's conference! National Association of Plan Advisers (NAPA) — Top 15 ERISA Attorneys in the U.S. 1 min read Recorded Webinar May 24, 2022. 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. 2022 PLANADVISER National Conference. Join us at the 2022 PlanSponsor National Conference to learn how your organization compares with others when it comes to navigating recent disruptions and charting a path forward. 2021 PLANSPONSOR National Conference. This year's conference will help attendees to identify key priorities for retirement plan success and will cover topics relevant to plans of all sizes and across all areas of administration — whether you come from the finance or a human resources (HR . Schedule a meeting to learn more about helping your employees build a stable financial foundation and solid plan for retirement." - Webinar. Marriott Orlando World Center. 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. . Virtual. Registration Closed To request approval for other types of continuing education credit, please submit CE requests by March 27, 2020. ERISA LItigation/Appellate Supreme Court Ruling on Hughes V. Northwestern January 31, 2022 . Events. PLANSPONSOR April-May 2022 View Past Issues Subscribe. PLANADVISER National Conference September 12-14, 2022 Find out more. Speeches & Presentations "The Art of the Retainer Letter," D.C. Bar, virtual presentation, May 19, 2021.Presenter: Benjamin L. Grosz "Best of" PlanSponsor National Conference, Legislative & Regulatory Update," November 4, 2020. ©2022 ALSTON & BIRD LLP PTE 2020-02 Obituaries: Mistakes and Misunderstandings (Part 2: Common Questions About Compliance with PTE 2020-02) - Webinar. 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 . Boston Marriot Newton October 25, 2017 Newton, MA 02466 The Harvard Club of New York City October 26, 2017 New York, NY 10036. . Emily Seymour Costin. 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. During the 2022 PLANSPONSOR National Conference in Orlando, a panel of compliance experts offered a detailed analysis of the Employee . Church Plans: The Fiduciary Myth Is a Reality - Webinar . New investors can get a jumpstart in investing, access to short videos and step-by-step guides, and 24/7 live support to help you take the next step. Reported by . . . speakers William Applegate Vice President, Industry Relations 2022 PLANSPONSOR National Conference. May 3-5, 2023. Hope to see you there! The forthcoming agenda includes topics such as: Building practice culture in a virtual setting; Best practices for meetings and quarterly reviews held virtually; Event Code of Conduct Renaissance Hotel. For sponsorship information, contact Gwenn Paness-Marsh, gmarsh@usaretirement.org. 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. Speaking Engagements. 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 . Emily Seymour Costin. Federal District Courts Disagree on Compelling Individual Arbitration of ERISA Class Action. Image. Best of PLANSPONSOR National Conference 2017. PLANSPONSOR National Conference June 8-10, 2022 Find out more. 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. More information coming soon. 1 min read Speaking Engagement Recap May 04, 2022. Gain insights from our PlanSponsor mediated panel of HR experts on June 9 to learn more about enabling a total benefit offering. Fiduciary Compliance for Church Plans: What Fiduciaries Should Know and Be Doing Now! There's still time to register! Register here Workplace Financial Services. June 8-10, 2022 | JW Marriott Orlando, Grande Lakes, FL 32837 2022 Virtual HSA Conference. Events. June 15, 2018. Event covers trends and practices in retirement plan design, participant engagement, education, and investment options. News & Columns . In case you missed it, here's a look into our 16th annual gathering. Mission Possible: Meeting the Needs of Retirees in the Public Sector Sponsored by Mission Square MARKET MIRROR Thursday, the Dow gained 417.66 points (1.23%) to finish at 34,480.76, the Nasdaq closed 178.23 points (1.33%) higher at 13,614.78, and the S&P 500 increased 53.81 points (1.23%) to 4,411.67. Speaking Engagements. 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 Groom Principal and Co-Chair of the firm's Plan Sponsor Practice, David Levine was quoted in a recent PLANSPONSOR article, "PSNC 2022: Washington Update," which covered his session at the 2022 PLANSPONSOR National Conference in Orlando on June 8, 2022. For sponsorship information, contact Gwenn Paness-Marsh, gmarsh@usaretirement.org Plan Sponsor Roundtables Off-Exchange Futures, Off-SEF Swaps and Assorted Trade Practice Issues: The Regulators' Perspective. Jodi Epstein was a panelist at the PLANSPONSOR National Conference 2020: Legislative and Regulatory Update, discussing plan sponsor responsibilities with respect to the CARES Act. 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 . Find out more. Event Detail. 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. Emily Costin will be a panelist during the session "Learning from Litigation." . Hudson Valley Credit Union was named the 2022 Plan Sponsor of the Year in the Total Retirement Offering (TRO) category by PLANSPONSOR magazine, the trusted information and solutions resource for America's retirement benefits decision makers, during the Awards for Excellence Dinner at the 2022 PLANSPONSOR National Conference in Orlando. 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. My Professional Development . During the 2022 PLANSPONSOR National Conference in Orlando, a pair of experts shared their perspectives on the legislative and regulatory outlook for the retirement plan industry, suggesting there is significant room for optimism about the passage of helpful reforms. Read more - PLANSPONSOR Article Outside of UBS, Rita is an active spokesperson in her professional community. IPB partner Ben Grosz was a featured speaker on the panel "A Checklist for Your Retirement Plan Committee," at the PLANSPONSOR National Conference 2021 (PSNC) on June 22."As moderator of the panel, Jonathan St. Clair, chief fiduciary officer and managing director at SageView Advisory Group, asked Benjamin Grosz, a partner with Ivins, Phillips & Barker, to brief the audience on a retirement . Terry Dunne will also be part of a panel discussion . Orlando, FL. 2022 - On May 13, 2022, the 9th U.S. During the session, he shared his outlook on the current state of the . THOUGHT LEADERSHIP SPOTLIGHT MORE . The speakers included Jodi Epstein, partner at Ivins, Phillips & Barker; and . 2021 Virtual PLANSPONSOR National Conference June 21-24, 2021 | Virtual Conference. PLANSPONSOR, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America's retirement benefits decisionmakers. 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. 2022 News Groom Alumni Networking Event at Nationals Park News June 17, 2022 . P&I Canadian DC Breakfast Briefing June 15, 2022 Toronto Find out more. 3 months ago CAPTRUST Named to Barron's 2022 List. Third Quarter. We will also celebrate those in our industry doing wonderful things during the PLANSPONSOR Awards for Excellence dinner on Wednesday, June 8, night one . When. . 2022 PLANSPONSOR National Conference. 2 min read Recorded Webinar May 24, 2022 CLE. Join us for this in-person event, where Brian Bender, head of Schwab Retirement Plan Services will be the keynote speaker. Visit Rey Jomarron at booth 316 to learn why over 60,000 utilize our Solution. 2019 PLANSPONSOR National Conference. ERISA LItigation/Appellate Supreme Court Ruling on Hughes V. Northwestern January 31, 2022 . The Plansponsor National Conference (PSNC) brings together legislative, legal and policy thought leaders with plan sponsors, retirement plan advisers and their providers. PLAY VIDEO . 2022 PLANADVISER National Conference. News & Columns; In-Depth; Research; Awards; Events; Industry Intelligence . Virtual. Features workshops and panel discussions by leading cyber experts who share their insights on hot topics, trends, and cybersecurity concerns. Circuit Court of Appeals held 3 weeks ago CAPTRUST Receives Two Accolades from Business North Carolina.

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