Artificial intelligence is no longer on the horizon—it is already beginning to influence how retirement and benefits programs are designed, managed, and experienced.
This Spring Summit brings together professionals from across the benefits ecosystem for a focused, practical conversation on what AI means for our work today—and where it may be headed next.
Through three connected sessions, we will explore AI from multiple vantage points, moving from emerging possibilities to real-world application and participant impact.
Program Overview
-
Session 1: Possibilities
Advisor & Asset Management Perspectives
Where is AI already creating value? How are advisors and asset managers beginning to integrate these tools into strategy, analysis, and plan design?
-
Session 2: Compliance
Legal & Audit Perspectives
As adoption grows, so do the questions. We will examine governance, fiduciary responsibility, documentation, and risk in an evolving regulatory landscape.
-
Session 3: Participant Impact
Plan Sponsor Perspectives
How do these changes ultimately show up for participants? From communication to decision-making, we will focus on the real-world implications for the people retirement and benefit programs are designed to serve.
Each session is designed to connect perspectives across disciplines—because AI does not operate in silos, and neither do retirement and benefit programs.
Schedule
- 10:30 AM – Arrival & Welcome
- 11:00 AM – Session 1
- 12:00 PM – Lunch
- 12:45 PM – Session 2
- 1:45 PM – Break
- 2:00 PM – Session 3
- 3:00 PM – Networking Happy Hour