Building a Plan for Those Who Need It Most

Public sector plan data show meaningful differences in savings and investment behaviors among employee populations that plan sponsors must consider when making plan changes and developing outreach strategies. Learn how plans can leverage data to pinpoint gaps in plan usage across key populations and what to do if data is not available. The panel will share effective participant engagement techniques and discuss special efforts to reach populations at greater risk of financial instability. 

Speakers:

• Dan Morrison, Empower
• Michelle Kelley, Nevada System of Higher Education
• Scott Steventon, City of Phoenix
• Jay Washington, Voya

Continuing Education Credits: CPE-1; CFP-1; InFRE CRC-1; SHRM PDC*
Learning Objectives:

1. Learn how to leverage demographic data to design retirement plans that effectively meet the needs of the employee population. 
2. Explore research on differences in savings and investment behaviors among employee populations. 

*Must attend all virtual general sessions eligible for credit and complete CE surveys for each to earn seven PDCs for the event.