Agenda:

8:00 Breakfast and Registration

8:30 Welcome

8:40 Nightmare on Student Loan Street, Pete Walkey, ProCourse

Join us for an in-depth discussion on Student Loan solutions in the marketplace and the impact it can have on your workforce

9:10 HSAs & Retirement: A Howlin' Good Time, Brea Dantin, ProCourse

HSA's are the best kept $65B secret. Attend this session to find out why, and how your employees can benefit from it.

10:00 Chills & Thrills: Update from Washington, Kevin Burch, Ogletree Deakins

Stay up to date with all of the recent retirement plan litigation and news from Washington

10:40 Ghoulish Guests: Vendor Expert Panel

Have questions on how recordkeepers help your employees prepare for retirement? Or how their Student Loan or HSA solutions work? Attend this session and get your burning questions answered!

11:05 Keynote - From Spooked to Saved: The Keys to a Financially and Physically Healthy Workforce, Meara Habashi, Ph.D., Purdue University

Take a deep dive into the key predictors of financial and physical health. Findings from a large study will provide a basis for recommendations on how to create a healthy workforce. Issues such as who to target, and how to target them will be discussed.

12:00 Adjourn

*Agenda subject to change

About the Retirement Exchange:

Our annual retirement plan sponsor conference is hosted on Halloween, where our goal is not to frighten you with more fiduciary litigation and compliance news, but provide you with training and trends that help make your job as a fiduciary a bit sweeter (get it?)

This complimentary educational conference is designed to educate plan sponsors on current and pending ERISA and DOL regulations and keep them up-to-date with industry trends. We will place significant attention on how these retirement plan trends relate to improving retirement outcomes for plan participants. By offering an annual fiduciary update event we are able to help educate local retirement plan sponsors as they continue to fulfill their responsibilities and act prudently when managing their retirement plans.