Date: Thursday, August 7th

Time: 10:00 AM – 10:30 AM (MT)

Duration: 30 Minutes

Format: Live Webinar with Q&A

As employee benefit programs become more dynamic and the regulatory landscape continues to evolve, employers and advisors must be ready to adapt. This 30-minute power session offers strategic and compliance-focused insights to help you drive better outcomes for your workforce while staying aligned with your fiduciary responsibilities.

You’ll gain practical tactics for improving employee benefit engagement, learn about key fiduciary risks, and get the latest guidance on implementing SECURE 2.0 Roth provisions.

🧭 What You’ll Learn:

✅ 1. Providing a Customized Employee Benefit Journey

• • How to tailor communication and engagement based on employee demographics and preferences

• • Leveraging data and automation to deliver relevant benefit experiences

• • Case examples of personalized outreach that drives participation

✅ 2. Helping Employees Understand Their Benefits

• • Making complex benefits understandable and actionable

• • Techniques for framing benefits in terms employees care about—paycheck, goals, protection

• • What’s working: campaigns, education portals, and personalized touchpoints

✅ 3. Fiduciary Update

• • Current regulatory trends and enforcement priorities from the DOL and IRS

• • Risk areas around fee benchmarking, revenue sharing, and participant disclosures

• • What plan sponsors need to be doing now to fulfill their fiduciary duties

✅ 4. SECURE 2.0 Roth Implementation

• • New Roth-related provisions under SECURE 2.0: employer match, catch-ups, and more

• • Timelines, operational considerations, and compliance pitfalls

• • Best practices for educating employees on Roth vs. pre-tax decisions

• • Advisor and plan sponsor strategies for successful rollout

🎯 Who Should Attend:

• • Plan Sponsors & Committee Members

• • HR and Benefits Leaders

• • Third Party Administrators (TPAs)

• • C-Suite Executives focused on workforce or financial strategy

🎟️ Registration:

Stay ahead of the curve and bring clarity and confidence to your benefit strategy. Reserve your spot today by filling out the registration form below.