Qualified Plans: Practical Technical Update for Total Rewards Leaders

November 3, 2026 | 3:30 PM–5:30 PM
In Person & Virtual

As retirement plan decisions become more complex, total rewards teams are increasingly responsible for evaluating technical developments that affect governance, vendor strategy, and future plan design.

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

Expect a hands-on discussion, real-world employer perspectives, and practical takeaways you can apply immediately.

Featured Topics

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 affecting RFP strategy
• Practical steps to support strong fiduciary processes

Event Details

Location: Alvarez & Marsal
4643 S Ulster Street, Suite 400
Denver, CO 80237

Date: November 3, 2026
Time: 3:30 PM–5:30 PM
Format: In Person & Virtual

Cost:

• Members: $0
• Non-Members: $25

Networking: Snacks and drinks will be provided.

Register Early — Limited Capacity

This session is expected to fill quickly. Early registration is encouraged.

HRCI & SHRM CE Credits Available

Attendees are eligible to receive HRCI and SHRM continuing education credits for participation in this program.