Hear an update on the legal issues affecting employee benefits. 

Speaker:
Adam Greetis, JD, Partner | Seyfarth and Shaw LLP

Explore the current legislative status of the Secure Act 2.0, with an emphasis on key changes and the impact on retirement plans. 

Speaker:
Nancy Manary, CPA, Senior Director, Compensation and Benefits | RSM US LLP

Discuss private investments in defined contribution plans, including a historical perspective of what asset classes have been offered and how the space has evolved. Delve into implementation methods and typical allocations as well as hurdles that have been overcome to offer private investments in a daily-valued defined contribution environment. Fiduciary considerations will also be examined. 

Speakers:
Marla Kreindler, Partner | Morgan Lewis
Sara Shean, CFP, Head of Global Defined Contribution, Private Alternatives | PGIM

Generative AI is rapidly moving from buzzword to business tool—and benefit plan auditors are well-positioned to capitalize on its capabilities. Explore practical considerations for incorporating generative AI into the audit process for employee benefit plans. Use real-world use cases to learn how to identify where AI can bring measurable value and understand the guardrails needed to maintain audit quality and compliance. 

Speaker:
John Manilla, CPA, PMP, Partner | Crowe LLP