Updating Your Company’s Retirement Plan for the Modern Work Era
Date & Time
Tuesday, June 13, 2023, 11:45 AM - 12:30 PM
Session Format
Target Attendee Experience Level
Intermediate: Hands-on and Practical Application

The past few years have upended business as usual, with companies undergoing radical shifts to their structure, processes and workforce. Yet many organizations’ retirement plans haven’t kept pace with the changes. If you’re a plan sponsor looking to catch up (and catch your breath), this session is for you! You’ll learn a range of forward-looking strategies, from outsourcing certain tasks to a complete program overhaul. You’ll emerge feeling refreshed and ready to modernize your plan for today’s talent market.

Learning Objectives
• Identify areas in a retirement plan that could benefit from streamlining or updating
• Compare strategies for improving efficiency and determine which approach is appropriate for a given situation
• Describe the desired impact of the strategies presented