The pace of change in the retirement plan industry suggests that plan sponsors and fiduciaries need access to information that will help them to: (i) comply with their fiduciary responsibilities; (ii) ask the right questions of their service providers; (iii) understand the additional participant tools and resources available in the marketplace; and (iv) implement those solutions in a way that will help to attract new employees, retain existing employees, and improve their overall financial wellbeing.

This year’s Qualified Plan Fiduciary Summit connected plan sponsors with retirement industry thought leaders, advisors, recordkeepers, ERISA attorneys, money managers, and other service providers. This month’s newsletter article recaps the key themes from the event and items for plan fiduciaries to consider as we navigate a challenging labor market, an active litigation and regulatory environment, and increased employee needs and expectations.