2018PSRT4Web

Participant Experience Roundtable

2021 Annual Meeting

SHARP FOCUS ON THE VIRTUAL EXPERIENCE!

OCTOBER 13, 2021
ONLINE EVENT

MEETING OBJECTIVE - AUDIENCE - CHARTER MEMBERS - AGENDA

Meeting Objective

Forum for heads of retirement plan participant strategy teams to discuss current developments and emerging issues impacting retirement readiness.

Presentations, productive collaboration on initiatives, and informal discussions on topics requested by members at periodic meetings of the Roundtable.  Attendees can expect to come away with a better understanding of:

Hot topics discussed will be decided with your input and that of other registered attendees in the two weeks immediately preceding the Roundtable meeting.

AUDIENCE

Heads of participant experience, financial wellness strategy, digital user experience, mobile app design, participant communication consulting, participant counseling, education, and contact center

This event is not open to the press.

CHARTER MEMBERS

ADP - John Hancock - Principal Financial Group - Securian Financial - The Standard - T. Rowe Price – The Vanguard Group

MEETING AGENDA

ALL TIMES CENTRAL

Sessions co-moderated by Eric Henon and Jason Herman

9:30 a.m. Welcome, introductions, and program outline / topics of the day
10:00 a.m.   General session discussion on Hot Topics with participation by Jennifer Benz, SVP and Communications Leader - Segal Benz
 
  • Digital user experience
  • Implementation portals and micro-sites
  • Communication Strategy
  • Delivery of live online meetings
  • Financial Wellness – breadth and functionality
10:45 a.m. Networking Break (Open Discussion Room on Portal)
11:30 a.m. Small Group Collaboration – RAPID FIRE breakout sessions

Two 25-minute productive sessions to formulate actionable strategies to address specific challenges.
 
  • Edit one participant poll
  • Finalize TWO company practices polls (6 questions each)
12:30 p.m. Networking Lunch Break (Open Discussion Room on Portal)
1:30 p.m. Moderated breakout sessions by size band – Beyond retirement – discussions with stakeholders on the delivery of retirement plan participant communication and financial wellness programs in the new environment, financial markets, solvency, regulation/legislation, cryptocurrencies, fraud prevention and cybersecurity
 
  • Plans under $50 million
  • Plans $50 million and over
2:15 p.m. Break
2:30 p.m.  Closing General Session
 

Financial Well Being in Retirement
Matthew Bahl
VP and Head of Workplace Financial Health - Financial Health Network

Discussion of financial health in retirement: retirement risk management, longevity, healthcare, dependence, inflation, the meaning of "income" in retirement, and how it impacts financial behaviors pre- and post- retirement.

3:15 Wrap Up and Next Steps
3:30 p.m. Meeting Adjourns