Join us for an exciting in-person event at Cerity Partners! The Retirement & Benefits Symposium is a complimentary event designed for HR, Finance, Benefits, and Operations professionals. Our expert speakers will cover a wide range of topics including:
Dissecting the new fiduciary obligations for employers' benefit plans;
Updates in retirement plan and healthcare benefit plan litigation;
Emerging trends in the modern benefit plan landscape;
Analyzing participant behavior trends - and what to do with this information;
New retirement plan investment insights for 2025, and much more!
Don't miss this opportunity to:
Immerse yourself in a wealth of insights and education.
3 SHRM and 3 CPA CEs available.
Network with like-minded peers.
Agenda
Cerity Partners | Thursday, March 6th
Registration & Sign-In
12:15 PM – 12:30 PM
Meet in the Cerity Partners University Training Room
Housekeeping
12:30 PM – 12:35 PM
Cerity Partners – Opening Remarks
Session #1: Working Lunch
12:35 PM – 1:25 PM
From Retirement to Healthcare: What Employers Need to Know About New Fiduciary Oversight Obligations Moving into 2025
Presenters: Cerity Partners, Nick Jackson & Kelly Prymicz, HIG Pharmacy Consultant
Session #2
1:30 PM – 2:20 PM
Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights
Presenter: Capital Group, Jonathan Young
Break
2:20 PM – 2:30 PM
Session #3
2:30 PM – 3:15 PM
Industry Panel: Your Questions Answered on Trends in the Modern Retirement Benefit Landscape
Moderator: Cerity Partners
Panelists: Dave Sargent, BlackRock; Jeff Graf, Cerity Partners; Jamie Spenthoff, JP Morgan; Aaron Hassinger, PIMCO
Session #4
3:20 PM – 4:15 PM
Benefits in Demand: Financial Advice as a Workplace Benefit
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