A Fiduciary’s Guide to Modern Plan Design, Better Participant Outcomes

If your employees aren’t saving enough for retirement, your plan design may be part of the story. This panel will take an honest look at why many participants are struggling to save and where sponsors may be unintentionally relying on outdated strategies.

We’ll talk through the industry shift toward automatic defaults, stronger fiduciary oversight, and more intentional participant education – and how strategic plan design can benefit your business as a whole. You’ll leave with practical ideas and next steps to help modernize your plan and improve outcomes. Join us as we discuss:

• Why many employees still aren’t on track for retirement

• How modern plan design can meaningfully improve participation and savings rates

• What fiduciaries can do to revamp their plans and strengthen retirement readiness