Member Communication...Navigating the Next Frontier
In the age of competing demands for employees’ attentions, and with workforces comprising of individuals from multiple generations and with different levels of financial literacy, how should plan administrators communicate with their plan members about their retirement savings programs? Should their communication strategy be a one-size-fits-all approach, or should it be tailored to meet the unique needs and preferences of the different groups within their plan membership? Will a tailored communication strategy be worth the additional cost and time commitment? And how will success be measured, and could it lead to improved member outcomes?
In addition, with ever-expanding sources of financial information, misinformation, so-called financial “experts” and influencers, what responsibilities do plan administrators have to counter misinformation? Where is the line between providing financial education vs. providing advice? How far should plan administrators go in helping plan members make informed decisions? And what are a plan administrator’s legal responsibilities as it relates to communicating with plan members and providing them with the tools and resources to make informed decisions?
We look forward to having you join this exciting session on member communications during which our panel of experts will:
- Review regulatory requirements and legal considerations for plan administrators.
- Discuss best practices and emerging trends.
- Reveal pitfalls to avoid when engaging with plan members.
Explore innovative ways of improving plan member engagement.
EDMONTON
SPEAKERS
Brent Perdue, Senior Manager, Pension and Benefits, ATCO
Kristin Smith, Principal and Senior Legal Consultant, Mercer
Alice Nicholls, Client Relationship Executive, Sun Life
MODERATOR
John Bercsenyi, VP, Pension Policy and Funding, LAPP Corporation
Date: Tuesday, May 7, 2024
Location: The Westin Edmonton – 10135 100 St. NW, Edmonton, AB
CALGARY
SPEAKERS
Brent Perdue, Senior Manager, Pension and Benefits, ATCO
Kristin Smith, Principal and Senior Legal Consultant, Mercer
Alice Nicholls, Client Relationship Executive, Sun Life
MODERATOR
Ben Ukonga, Principal, Wealth, Mercer
Date: May 9, 2024
Location: Delta Hotels Calgary Downtown – 209 4th Avenue SE, Calgary, AB
SCHEDULE - (Edmonton & Calgary)
Registration: 2:00-2:30pm
Session and Q&A: 2:30-4:00pm
Networking with hors d'oeuvres and drinks: from 4:00 pm
Click HERE for sponsorship information for ACPM regional events.
REGISTRATION FEES - Edmonton & Calgary
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ACPM Member | $55 |
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Non-Member | $100 |
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ACPM Member (Plan Sponsor*) | $45 |
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Non-Member (Plan Sponsor*) | $90 |
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Table of Six | $330 |
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Table of Six (Plan Sponsor*) | $270 |
Fees does not include applicable taxes.
*= Eligible for plan sponsors, administrators, trustees and government employees
For Group Registrations, please contact [email protected].
This program is eligible for CE/CPD hours. For more information, consult with your professional association.
Click HERE for information on more ACPM events.
ACPM will be providing numerous roundtable broadcasts and webinars during the year. Become an ACPM Member and they're all FREE. Click HERE for Membership details.
FOR TABLE REGISTRATION - please forward the name, company, email address and any dietary concerns of your guests to [email protected] by April 30, 2024.
If your organization is an ACPM Leadership Supporter, a 15% (Platinum) or 10% (Gold) discount will be applied to your registration.
Full refunds will be made for cancellations received via email or fax no later than 5:00pm(EDT) April 30,2024. Substitution is allowed at any time.
(GST/HST Reg. No. R105194245, QST Reg No 1210404704.)