Overview

As retirement plan decisions grow more complex, total rewards teams are taking on a greater role in evaluating technical developments that impact governance, vendor strategy, and future plan design.

Join Jim DeVerna and Michael Schmit of Alvarez & Marsal for an in-person afternoon learning session focused on the key issues shaping 2027 planning—and how employers are addressing them today.

This session will feature hands-on discussion, real-world employer perspectives, and practical takeaways you can apply immediately within your organization.

What You’ll Learn

Trump Accounts

• What is known today—and what remains unclear
• Common employer questions and early planning considerations

Private Equity in 401(k) Plans

• Where private equity is showing up today
• Practical governance and fiduciary considerations

SECURE 2.0 Implementation Updates

• Provisions that matter most for plan sponsors right now
• Operational and vendor considerations emerging in practice

Plan Vendor RFPs and Litigation Trends

• How recent litigation trends are shaping RFP strategy
• Practical steps to support strong fiduciary processes

Why Attend

• Gain clarity on emerging regulatory and legislative developments
• Learn how peers are responding to evolving plan design challenges
• Strengthen your approach to governance and fiduciary oversight
• Walk away with actionable insights for 2027 planning

Networking Opportunity

Connect with fellow total rewards and HR leaders during a dedicated networking session following the discussion.