4 – 5 p.m.
Industry Trends and PSCA Surveys: How to use the Data to Benchmark Your Plan
PSCA conducts annual research on 401(k), 403(b), and NQDC plans, as well as HSAs. This session will highlight the top ten trends from our annual survey reports and show you how to use the data to benchmark your plans against similar organizations. PSCA’s 65th Annual Survey will also be open for participation – bring any questions you have on how to complete the survey or any other benchmarking questions. This session will be half overview of industry trends and half plan benchmarking workshop.
Hattie Greenan, Director of Research & Communications, PSCA
5 – 7 p.m.
Welcome Reception in the Exhibit Hall
Join us for the Welcome Reception to celebrate and network. Over refreshments and hors d’oeuvres, meet and mingle with other conference participants and event sponsors.
5:45 – 6:30 a.m.
Rise and Shine Yoga
Join Rise and Shine Yoga to start your day with a healthy dose of energy. Whether you are brand new to yoga or an advanced practitioner this class will gently guide you to move with your breath to open the body and relax the mind.
You’ll experience breath work to energize, moving meditations to connect your body and mind, yoga pose holds to bring alignment and strength to your body and a calming closing meditation to integrate your experience.
All levels are welcome and encouraged to attend. In addition, you’ll walk away with practical yoga tips to integrate into your daily life.
Join us for an interactive conversation on what plan sponsors are doing to recruit, reward, and retain employees.
Shawn Bradford, Breathe and Work, PLLC
7 – 8 a.m.
Breakfast in the Exhibit Hall
7 – 8 a.m.
PNC Institutional Asset Management Breakfast Session: Combatting the Great Resignation with Defined Contribution Plan Strategy
Join us for an interactive conversation on what plan sponsors are doing to recruit, reward, and retain employees.
Jonathan McClain, AIF, C(k)P, CRPS, CRPC, Director of Sales – DC Retirement Solutions
HSA Bank Breakfast Session: HSA investing: Help your participants take their HSA to the next level
HSA investment assets have more than doubled over the last two years alone. They’re now estimated at over $34 billion nationwide, accounting for a third of the total $100 billion HSA assets. It’s clear that participants want to do more with their HSA than just save or spend. Investing is a powerful option that can potentially help them take huge strides toward retirement readiness. This session will examine the types of HSA investment options, share ideas for how to get your employees to start investing, and explain the value of HSAs for retirement.
Rick Tisch, Regional Vice President, HSA Bank
8 – 9:15 a.m.
General Session: “Entry” Points: Engaging Savings Strategies for Entry-level Workers
Whether you’re motivated by enhancing the appreciation of your retirement savings programs, focused on retention, or struggling to recruit, it’s important to engage and encourage good savings behaviors of your front-line and early career workers. You’ll hear some new, innovative, and yet practical approaches that can help that critical component of your workforce get with the plan!
This panel of HR pros will share insights on how to effectively leverage:
- In-plan features for retirement/savings
- Savings “out-of-plan” benefits like emergency savings plans
- Benefits/HR role in boosting front line worker savings
- The role of your benefit plans in recruiting this group
- Retention approaches to leverage benefits
Dena Brockhouse, MBA, PHR, SHRM-CP, Benefits Manager, Kent Corporation
Bill Harmon, Chief Client Officer, Voya Financial
Sharon Hazy, Corporate Benefits Manager, PNC
Malika Terry, MBA, CCP, VP, Global Total Rewards, UPS
Sponsored By: Voya Financial
9:25 – 10:15 a.m.
Concurrent Workshops
Future “Tensions?” Post-COVID Retirement Strategies & Best Practices
More than 36 million people will be working remotely by 2025 – an 87% increase from pre-pandemic levels. How will you adapt to the changes the pandemic has created for your workforce? What changes would you – can you – make in how you operate your retirement plan and benefits education? Hear from plan sponsors that are considering or have made changes in response to the pandemic.
Bradley Bonno, Senior Vice President, Director of Financial and Retirement Education, PNC Institutional Asset Management
Michelle R. McGovern, CPSP™, Director, Strategic Operations, People & Culture, American College of Surgeons
Michele Pipitone, CPSP™, VP of Human Resources, Satellite Shelters and Satellite Industries
Marita Yancey, MBA, SPHR, SHRM-SCP Senior Director of Benefits and Wellness, University of Texas Dallas
Sponsored By: PNC Institutional Asset Management
The New Green “Deal”: ESG Focused Investing
Are you ready to include ESG focused or sustainable investment options in their plan lineup? Do current ESG focused investment options reflect the future you want to live in? Get ready for a scintillating discussion and insights from plan sponsors that have embraced – and rejected/deferred ESG-focused investment options, and how Plan Sponsors should evaluate ESG investments going forward.
Brandon Diersch, Global Financial Benefits Manager, Microsoft
Erica Kinsella, SVP, ESG Product Strategy Group, PIMCO
Sponsored By: PIMCO
Disclosure “Closure?”: Lifetime Income Disclosures Are Here……Just Another Compliance Exercise or A Retirement Savings Wake-up Call for Participants?
The lifetime income participant-disclosure requirement is here and in effect for all retirement plan statements sent after September 2021. How can you create meaningful communications that fulfill the legal requirements, and still give your participants realistic insight into their future retirement income, and savings adjustments that may be necessary? This session will give you some “closure” on optimizing those new disclosure requirements.
Rob Capone, Head of Defined Contribution, LGIM America
Diane Garwood, SPHR, VP, Human Resources, Horizon Bank
Philip Maffei, Managing Director – Corporate Retirement Income Products, TIAA
Sponsored By: TIAA/LGIM America
10:15 – 10:45 a.m.
Refreshment Break in the Exhibit Hall
10:45 – 11:35 a.m.
Concurrent Workshops
Data “Driven” – or How to Avoid Drowning in Data
Are the analytical insights you are gathering from your retirement plans driving your strategy or driving you crazy? What insights can – and should – you be getting from the plan and participant data to gain insights, driven engagement and formulate an effective strategy for the future? Hear from plan sponsors that leverage plan data to look for ways to drive more positive outcomes for the plan and their business.
Tonia Douglas, SPHR, SHRM-CP, Vice President Human Resources, Hankey Group
Annette Grabow, CEBS, CPSP™, Retirement Program Manager, Sonepar
Kerry Woods, Consultant Relations Director, Voya Financial® Retirement Solutions
Sponsored By: Voya Financial
The Fiduciary Role of the Retirement Committee
We’ll explore how you get your people trained, the frequency of the training and who on your committees are considered fiduciaries. Sometimes committees face tough decisions. This session will also cover how to handle a group dynamic decision making process to ensure everyone’s voice is heard. You’ll also learn your obligation to have a diverse committee.
Carissa Dunaway, AIF, CPSP™, Division Director, Pension & Savings Administrator, Oak Ridge National Laboratory
Marjorie Mann, CPSP™, Senior Counsel, NextEra Energy, Inc.
Steve McCaffrey, CPSP™, Senior Counsel, National Grid
sSponsored By: Dimensional Funds Advisors LP
Getting Help When You Need It
A panel of plan sponsors will talk about types of providers they enlisted to help them. You’ll learn various provider options: who they are, their roles and how they help support your plan.
Alan Blaskowski, Vice President, Relationship Management, OneAmerica Retirement Services
Kelly Dunmore, CPSP™, Director, U.S. Retirement Plans, ITW
Janice Trey, Vice President, Head of Total Rewards, Americas, Polaris Inc.
Sponsored By: OneAmerica
11:35 a.m. – 12:35 p.m.
Lunch in the Exhibit Hall
12:45 – 1:35 p.m.
Concurrent Workshops
“Window” Stressing: “I’ve Got Just 5 Minutes With a Participant…How Do I Make it Count?”
When you see your employees hard at work, what do you think they are thinking about? Yes, they may be thinking about a big project they are working on or reporting a sales goal which they have accomplished. But they may actually be thinking about something that has nothing to do with work, but might be affecting it – their finances. This session will feature a series of potential scenarios that can help you prepare for that 5 minute “window” to have an impact. While you may never know the full financial situation of your employees, there are things you can do to help them on their journey to financial wellness.
Ryan Stover, Principal, Marsh & McLennan Agency
Tracy Tillery, CPSP™, Vice President, Rewards and Engagement, Westchester Medical Center
Gabrielle Turner, CPSP™, Director of Human Resources, Caroo
Sponsored By: MMA Retirement Services
Select “Shuns?”: Selecting and Monitoring an Investment Menu
Part of our job as retirement plan sponsors is to select and monitor investment lineups – in fact, it’s a critical component of the responsibility as an ERISA fiduciary. This session will discuss:
- Common mistakes to avoid or “shun” in designing your menu
- Considerations in designing your investment menu for a defined contribution plan
- How to balance different participant needs, and
- How your obligation to choose investments with the skill of a prudent person and to monitor those investments with care and diligence can be fulfilled.
Jim Buccella, President, ADP Strategic Plan Services, LLC
John Doyle, SVP, Senior Defined Contribution Strategist, Capital Group | American Funds
Dan Milfred, SVP & CFO, Pacific Woodtech Corporation
Charlie Wright, CPSP™, CFO, Denver Zoological Foundation
Sponsored By: Capital Group | American Funds
HSA is a Journey Not a One Year Savings Plan
The HSA differs from the FSA in that it is a long-term savings vehicle. You need to educate your participants on how to move from saving for the near future to saving for later in life. You’ll learn how to transition employees through the first year FSA mindset to an HSA mindset.
Ann Brisk, Senior Vice President, Director of Strategic Partnership Growth, HSA Bank
Marysol Fuhr de Blanch, CPSP, SPHR, CCP, Director of Human Resources, Orlando City Soccer Club
Amanda Kanak, CPSP™, Director of Treasury & Tax, C.H. Guenther & Son LLC
Janet O’Connor, SHRM-SCP, CPP, CPSP, Senior Vice President, Senior Director, Total Rewards, Lockton
Sponsored By: HSA Bank
1:45 – 3 p.m.
General Session: Working “Out?”: Benefit Builders for the New World of Work
The pandemic has forever changed the way we work – and think about work. Hear the latest insights from our panel of exceptional HR leaders including:
- Expectations from their benefits leaders for innovative benefits programs
- Employee attraction and retention strategies, and
- What the benefits structure for the workforce of the future looks like.
Carolyn Wood, MBA, CPSP™, VP of Employee Benefits, University of Pittsburgh Medical Center
Doug Hull, MBA, SPHR, RCC, CPSP™, Director of Total Rewards, Eos Energy Enterprises, Inc.
Jonathan McClain, AIF®, C(k)P®, CRPS®, CRPC®, Vice President, Director of Sales, DC Retirement Solutions, PNC Institutional Asset Management
Jenifer L. Zbiegien, GPHR, CPSP™, Chief Human Resources Officer and Vice President of Marketing, Aludyne
Sponsored By: PNC
3:10 – 4:10 p.m.
General Session: “Prime” Time: “On Time” Retirements and Your Bottom Line
When people reach retirement age and are unable to retire, the employer suffers as much as the employee does. Leading just five employees to a successful retirement, as opposed to having those employees hang on for an four extra years, can represent a $1 million savings to plan sponsors. Pete the Planner® will help you put together a plan to navigate this precarious situation.
Peter Dunn, Founder & President of Pete the Planner ® Financial Wellness
Sponsored By: Principal
4:10 – 4:40 p.m.
Refreshment Break in the Exhibit Hall
4:40 – 5:30 p.m.
Plan Sponsor Roundtables
The plan sponsor roundtables have been held during each PSCA Annual National Conference for many years and are always dynamic and highly regarded sessions. Plan sponsors discuss pressing issues with their peers, with no providers in attendance. This gives them the opportunity for meaningful and enlightening dialogue. The discussions are led by plan sponsors, with an attorney present for any legal issues that may arise. Choose the session that is appropriate to your plan size:
Large Company Roundtable (10,000+ Employees)
Moderator: Beth Pattillo, CPSP™, PHR, Director, Retirement Programs, Leidos
Mid-Size Company Roundtable (1,000-9,999 Employees)
Moderator: Diane Garwood, Vice President, Human Resources, Horizon Bank
Small Company Roundtable (1-999 Employees)
Moderator: Lenora Hernandez, PHRca®, CPSP™, Human Resources Director, Meade Acquisition Corp.
4:40 – 5:30 p.m.
Service Provider Reception
“We didn’t forget about you! While the plan sponsors are attending their roundtables (sorry, only plan sponsors may attend roundtables), we invite you to meet with Will Hansen (Executive Director, PSCA) and Tom Connolly (Chief Sales Officer, ARA) to learn more about the future of PSCA. Will and Tom will provide insight into how membership will grow and what that means for your business. Please meet them in the Exhibit Hall at the PSCA Booth. A beverage cart will be at the booth!”
5:30 – 6:30 p.m.
Happy Hour in the Exhibit Hall
6:30 – 8 p.m.
PSCA 75th Anniversary Celebration
Celebrate PSCA’s 75th anniversary together at the hotel’s Skyline Terrace as you enjoy the amazing city views and take in the full beauty of the Arizona skies. There’s nothing like dusk in the desert!
7 – 8 a.m.
Breakfast in the Exhibit Hall
7 – 7:50 a.m.
Principal Financial Group Breakfast Session: How Financial, Social & Medical Wellness are Driving The Great Resignation
The global pandemic has forced many changes upon us. While we have been laser-focused on mitigating health risks, another monumental shift occurred in the workforce. We now find ourselves in the midst of The Great Resignation. Many attribute this movement in the American workforce to the pandemic, but have we instead reached a critical flashpoint where wellness can no longer be overlooked? Join us for a panel discussion on financial, social, and medical wellness as the driving forces behind The Great Resignation.
Lauren Hastings, Managing Director of Institutional Sales, Principal Financial Group
Voya Financial Breakfast Session: Strategies and Solutions that Drive Retirement Plan and Participant Success
Join us for a conversation on the driving forces that are influencing the industry, and the steps plan sponsors are taking to help participants see the big picture and act on it.
Jeff Cimini, SVP, Retirement Product Management – Wealth Solutions, Voya Financial
Lucas Lettieri, QKA, VP, Client Relationship Director – Wealth Solutions, Voya Financial
Susie Istock, Participant Engagement Consultant – Wealth Solutions, Voya Financial
8 – 8:50 a.m.
Concurrent Workshops
Making the Money Last: Helping Participants Have Enough to Live on Their Whole Retirement
What happens if your participants outlive their retirement savings? As their employer what else can you offer that will ensure they have enough money in retirement? 401(k) plan savings are only part of the equation. What other buckets will they use to fund their lives when they stop working? Learn how to deal with longevity and prepare employees for the possibility that the 401(k) won’t be enough.
Yvette D. George, PHR, SHRM-CP, CPSP™, Human Resources Director, County of Henrico, Virginia
Cynthia Patterson, CBES, PMP, CPSP™, Senior Consultant, Retirement Planning, Atrium Health
Kevin Morris, Vice President & Chief Marketing Officer – Retirement and Income Solutions, Principal
Sponsored By: Principal
Social Savvy: Using Social Media to Impact Financial Decisions
We asked our plan sponsor members for great ideas they have on how to use social media to promote retirement savings. We compiled the responses and this session’s panelists will discuss the ideas and the audience will be able to get in on the conversation.
David Bleiers, CPSP™, Senior Global Retirement Manager, Change Healthcare
Jeremy Colby, CPSP™, SHRM-SCP, VP, Total Rewards & Employee Services, Devon Energy
Melanie Lambie, CPSP™, PHR, SHRM-CP, Human Resources, Vizo Financial Corporate Credit Union
Premium Practices: Practices to Help Keep Fiduciary Insurance Premiums in Check
We all know that retirement plan lawsuits have been on the rise in recent years, and the trend is not slowing down. Those who have Fiduciary Insurance Coverage have likely noticed premium increases – and in view of litigation trends, those who don’t (yet) have Fiduciary Insurance coverage should at least be considering the option. There are things you can do to help keep those costs in check – things that may well help you avoid being a litigation target as well.
Dan Aronowitz, J.D., RPLU+, Managing Principal, Euclid Fiduciary
Jennifer Benford Seibert, SHRM-CP; CPSP, CEBS Candidate, CA Life & Disability Licensee, Senior Manager, Human Resources, San Francisco Foundation
Jay Desjardins, Managing Director, Aon | Financial Services Group
Michael Sasso, Principal, Captrust
Sponsored By: Euclid Fiduciary
9 – 9:50 a.m.
Concurrent Workshops
Student Loans – from backpack to briefcase
As an employer which tools and resources can you offer to support newly graduated employees starting payments on student loans, or those who have been paying off years of student loans. What third party resources are available to help implement a repayment program? What are the barriers and what resources do you have to overcome those barriers?
Angela Garcia, Senior Manager, Retirement, Baylor College of Medicine
David E. Rogers, Washington, DC Office Managing Partner, Winston & Strawn LLP
Jania Stout, CFA, Senior Vice President, OneDigital Retirement & Wealth, OneDigital
Sponsored By: OneDigital
“Prep” Positions: Audit Proofing your Plan
Department of Labor audits are no fun, but they can be managed. The one thing you don’t want is to find yourself in an audit situation unprepared. Come join us for an interactive and engaging session on things you should be doing now to put you in the best position possible for that inevitable day when you get that letter from the DOL letting you know they are stopping by for a visit.
Valerie Burns, PHR, SHRM-CP, CPSP™, Human Resource Manager, IFP Motion Solutions Inc.
Robert Prunty, Financial Analyst, U.S. Department of Labor, Employee Benefits Security Administration
Carol Sedlacko, SHRM-SCP, CPSP™, Manager, Benefits and Payroll, Austin Powder Co.
Equity “Able”: Stock Your Talent Using Equity Plans
One of the more effective retention and engagement strategies is to link your employees’ focus with the organization’s objectives and success – and there’s no better way to do that than with the incentive of stock ownership above and beyond your 401(k) plan. This session will focus on effective strategies for designing and communicating these benefits to both attract – and retain – top talent during the recruiting process alongside steps to engage annually to retain them for a long career filled with savings and investment growth.
Ira Finn, PHR, SHRM-CP, CPSP™, Vice President, Compensation & Benefits, Ryan Specialty Group
Andrew Liazos, Global Chair of McDermott Will & Emery’s Benefits & Compensation Practice Group, McDermott Will & Emery
10 – 10:20 a.m.
Refreshment Break
10:20 – 11:35 a.m.
General Session: Washington Update
What are the most important retirement provisions that Congress is considering? What guidance can we expect out of the Agencies? How will legislation and regulations impact plan sponsors? This jam-packed session will cover a wide variety of legislative and regulatory activities.
Brian H. Graff, Esq., APM, Chief Executive Officer, American Retirement Association
Will Hansen, Chief Government Affairs Officer, American Retirement Association
Sponsored By: HSA Bank
11:35 a.m.
Conference Concludes
1 – 4 p.m.
Lunch and CPSP™ Exam Prep Course
It’s not easy being a plan sponsor. You have a lot of responsibility, and the learning curve is steep. Fortunately, you can get the training you need through the CPSP™ program and credential that helps you effectively evaluate, design, implement and manage a comprehensive employer-sponsored retirement plan. Earn the CPSP™ Credential by attending this exam preparation course and sitting for the exam during the conference. The prep course and exam on Saturday are included in your registration fee.
Douglas Fisher, American Retirement Association/Plan Sponsor Council of America
9 a.m. – 12:00 p.m.
CPSP™ Exam
Continuing Education
PSCA Members
The 2022 PSCA National Conference offers more than 13 hours of PSCA, ASPPA, NAPA, and NTSA CE credit, including 2 hours of Ethics.
Accountants (NASBA):
NASBA credit will be available for attendees of the live conference.
SHRM:
Approved for 13.5 PDC.
HRCI:
Pending approval for HR(General) CE.
IMCA Credit
Self-reporting available
To maintain your CPSP™ credential, you must complete 24 hours of continuing education credits each CPE cycle, which requires you to maintain and improve your knowledge regularly. See the Candidate Handbook for information on the CE cycle and requirements.
To request approval for other types of continuing education credit, please submit CE requests by March 18, 2022.