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Concurrent Session
Retirement Plans’ Past, Present and Future: Perspectives on this Essential Benefit
Tuesday 06/30/2020 02:00 PM - 03:15 PM Add to calendar
| Competencies: Business Acumen, Global & Cultural Effectiveness, HR Expertise
Workplace Application:
See why financial education the key piece of the retirement-saving puzzle, but which oddly is often left unaddressed. 

This session is presented as a panel with three ERISA attorneys. Each lawyer has spent numerous years practicing law, in private practice, as in-house counsel, and in government regulation. Each has also spent years helping clients manage retirement plans, 401(k) plans, pensions, non-qualified plans, etc. Learn about real-world experiences that can help you avoid mistakes and improve the effectiveness of your retirement plans. Hear perspectives on how saving for retirement at work has changed over the years, as well as how workplace saving may be changing, particularly if current trends persist.

Learning Objectives:

  • Learn how you can avoid mistakes and improve the effectiveness of your retirement plans.
  • Gain a bigger picture context to the retirement plan discussion and projection of what the future may hold.
  • Learn the importance of 'why' educating employees about financial wellness is essential for employers to implement, even with inertia-based strategies, and that 'how' education is delivered is even more important.
Michael A. Smoots Photo
Michael A. Smoots, General Counsel,
Financial Fitness for Life
Matthew Eickman Photo
Matthew Eickman, Director,
ERISA Service Qualified Plan Advisors