What could the first 100 days of a second Trump administration mean for retirement security? Hear from our experienced policy team as they analyze key tax and regulatory changes that could shape the future of retirement planning. We’ll cover: The push to extend the Tax Cuts and Jobs Act (TCJA) and its funding challenges The potential impact on retirement tax incentives Executive orders and regulatory updates under SECURE 2.0 Stay informed and gain insights to navigate the evolving retirement landscape. PLANSPONSOR is not an affiliate of any company of the Principal Financial Group®. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States, and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world. © 2025 Principal Financial Services, Inc., 711 High Street, Des Moines, Iowa 50392 PQ14034 | 4388076-042025 | 04/2025

Sponsors have created and refined their fiduciary duties to retirement plans over the years, but how does this translate into processes for health benefit plans? Join us for a series of livestream sessions in April to learn more. Plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans.

Feeling overwhelmed by the changes and administrative efforts required by SECURE 2.0 regulations? Want insight into how your peers are managing? PLANSPONSOR can help! Join us for the first Roadmap series of 2025 in February and March. Gain education and resources from experts about SECURE 2.0 provisions and optimal ways to implement them.

With the recent changes in nearly every part of retirement, it can be challenging for employers—and their employees—to keep up. We seem to be in a particularly active time with new laws coming on the books, existing law sections rolling out, and changes from every corner. In this webinar, you will get the latest information and updates to Social Security and Medicare. There is a swirl of activity in both programs, causing more concern than ever about the viability of Social Security. Plus new, hidden costs in Medicare drug plans have taken folks by surprise. You’ll also see how these changes impact employees as they adjust their plans for retirement. Planning with high costs of goods and services along with complex law changes puts added pressure on employees’ ability to save sufficiently for retirement.

Today’s employees seek meaningful benefits that address their holistic health and financial well-being. To meet their expectations, 80% of employers surveyed agree that a well-rounded, competitive benefits offering is critical, according to our 2024 Small Business Owner survey. More than ever, small businesses need to invest in programs that strengthen employee productivity, loyalty, and morale. By joining this complimentary webcast, you’ll learn how to: • Engage today's workforce, including the changing values of millennials and Gen Z, lingering financial concerns, and the key factors driving talent attraction and retention • Gain a competitive edge for employees with comprehensive benefits, including voluntary employee benefits coverage, retirement savings plans, and financial wellness solutions • Provide benefits education and wellness programs to help employees take full advantage of their benefits • Deliver a holistic employee experience with simple plan administration by using a single-source benefits provider

Plan sponsors have multiple tools at their disposal to help deliver the right solution at the right time for their participants while maintaining their fiduciary responsibilities. Many plan sponsors have adopted managed accounts as a QDIA, whether for targeted segments of their participant population or as a broader approach. As the #1 DC managed account provider since 2008 (per Cerulli Associates), Edelman Financial Engines is excited to host this webinar and discussion. This webinar will cover: Different ways that plan sponsors use managed accounts as a default investment option, and the impact on participants, addressing legal and regulatory concerns with different default structures, how managed accounts and target date funds fit together in a Dual QDIA structure and insights from a leading plan sponsor that uses managed accounts as a default to understand their decision-making process and how the solution improves participant outcomes.

How do plan sponsors determine the right goals for their plans or measure plan success? What tools are available to benchmark retirement plans? What should plans be measuring and how often? What kinds of actions or improvements can measurements drive? These questions and more will be answered in PLANSPONSOR’s final editorial webinar of 2024.

Unlock the full potential of technology in your investment decisions and gain insight into the tools that can help your team thrive in the digital age while keeping data safe.