3rd Annual Defined Contribution Roundtable

Doing the Right Things – the Right Way – for Your Participants

Attendees at our 2017 Roundtable were polled about their priorities for the next year. Their answers were as follows:

1. Provide holistic health and wellness components to your participants.
2. Revamp communications approach.
3. White label core options.
4. Identify viable retirement income strategies.
5. Increase participation rate.

We are using those priorities as the roadmap for this year’s agenda. Give that the defined contribution plan serves as the primary vehicle for their employees’ retirement savings for 86% of attendees (based upon 2017 statistics), we’ve got to get this right.

And the best way to get this right is to learn from experts and from your peers – decision-makers at plans with approximately up to $1B in DC assets. Doing the right thing the right way will result in no small part from exposing yourself to the leading thought leadership as well as hearing from others what has worked and – just as importantly – what hasn’t.

Our objective is to provide attendees with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement. The audience of our DC Roundtable will be formed primarily of plan sponsors, and that peer group will also comprise the bulk of the speaking faculty at this event, supplemented by experts on plan design, enhancing participant outcomes, retirement income solutions, and the other issues uppermost on the minds of plan sponsors.