Collaborative Education for Retirement Plan Sponsors

Learn alongside your peers and gain expert insights on employer-sponsored group retirement plans. Welcome to Plan Sponsor Roundtable.

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Who is Plan Sponsor Roundtable?

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We facilitate collaborative, interactive discussions with industry specialists and plan sponsors in an educational setting.

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Our programs are designed for anyone in a position of authority or responsibility over their group retirement plan. Program participants find our classes helpful no matter their level of experience or knowledge.

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Subject Matter

The focus of topics for roundtable discussions is group retirement plans helping employers better understand the industry and how to create better retirement plans for their organization, leadership, and employees

Supporting Plan Sponsors

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The industry specialists at Plan Sponsor Roundtable are here to help employers like you meet their fiduciary responsibilities, understand their impact on employee financial health, and improve retirement plan outcomes for both employers and employees.

Corporate Workers Smiling Engaged In Listening

Every time I attend (this is 3rd time), I come away with more knowledge and useful take homes to impact our plan and participation. This gives me confidence in my role in our plan.

Lori Ann Spaulding – HR Benefits Administrator, People Incorporated


Upcoming Events

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