Fiduciary Rulebook: What’s Now, What’s Next, and What You Need to Know
Session Description: As the regulatory and political landscape constantly shifts, plan sponsors must prepare for a wave of changes in retirement policy. This session delivers a clear, policy-driven overview of what lies ahead for employer-sponsored plans from new legislation to evolving enforcement trends.
Led by ERISA expert Brad Campbell, the session explores how federal actions are shaping retirement plans in 2025 and beyond. Expect straight answers to top-of-mind questions: What’s next for SECURE 2.0, and could SECURE 3.0 be coming? How might tax reform impact plan design? What are the Department of Labor’s latest priorities?
Whether you're preparing your plan committee or navigating compliance on the ground, this session will equip you with the foresight and context you need to stay ahead.
Key Takeaways:
• Implications of SECURE 2.0 and potential SECURE 3.0 updates
• Tax reform and its impact on plan design and compliance
• DOL enforcement trends and how to prepare
• Topics your plan committee should prioritize
A Memory Switch: Unlocking Your Mind’s Full Potential – Sharpen Recall, Boost Confidence, Communicate with Impact
Session Description: Your role requires constant recall of client names, market data, presentations, and deadlines. A single mental lapse can cost time, confidence, or even credibility. The good news? There’s no such thing as a bad memory, only an untrained one.
In this high-energy, interactive session, renowned memory expert Matt Goerke introduces The Memory Switch, a proven method for mastering recall and boosting personal effectiveness. Learn to remember names and faces, deliver presentations without notes, and retain essential information with ease.
Whether you're in leadership, human resources, or operations, you'll leave with powerful, practical techniques to sharpen your mind, reduce stress, and communicate more effectively.
Key Takeaways:
• Memory techniques for names, faces, and client details
• How to deliver presentations without relying on notes
• Tools to improve time management and reduce mental clutter
• Strategies to retain and relay key information
Three Specialists, One Mission: Whole-Person Wellness
Session Description: Body. Mind. Money. Wellness isn’t just a gym discount, a budgeting app, or a mindfulness perk. It’s a strategic imperative. This panel brings together experts in physical, mental, and financial health for a candid conversation on what whole-person care really looks like and why your benefits strategy must evolve to meet it.
We’ll go beyond step counts and therapy stipends to unpack how stress, burnout, and money anxiety intersect and how organizations can respond with programs that actually work. Whether you’re building a wellness program or rethinking your current approach, you’ll leave with actionable insights, renewed energy, and real-world strategies to support your workforce from the inside out.
Key Takeaways:
• Why physical, mental, and financial health must be addressed together
• Realistic ways to build holistic wellness into your benefits strategy
• Tools to reduce burnout and improve engagement
• How to meet real employee needs with care that actually works
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