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2022 PS Plan Progress Webinar Series: Plan Design Considerations to Boost Outcomes
Sponsored by AIG Retirement Services

Research has shown that automatic enrollment has done much to improve the retirement savings of Americans—especially for lower-income employees. However, auto-enrollment must be paired with additional features to ensure retirement plan participants accumulate sufficient savings. How should plan sponsors think about decumulation and retirement income features? And what role do emergency savings options and financial wellness solutions have in boosting retirement outcomes?
Join PLANSPONSOR for a discussion with industry experts and a plan sponsor about:
• What retirement plan design features have been shown to boost outcomes for participants;
• Innovative ideas for plan design; and
• How attention to overall financial wellness can improve retirement security for employees.
Speakers will also talk about what education is needed to best set participants up for success.

Aug 18, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Neal Stamper
Corporate Retirement Director @Graysyone Consulting, a business of Morgan Stanley
Neal Stamper is a Corporate Retirement Director, Financial Wellness Director, Vice President and Financial Advisor with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. Mr. Stamper has a focus on helping to provide support to the trustees of corporate retirement plans, as well as advising client families on financial planning, investment management and retirement income strategies. Mr. Stamper is often called upon to advise retirement plan committees on strategies to modernize their retirement benefit offerings, and works with committees to implement changes with the goal of transforming participant retirement outcomes. Mr. Stamper joined Morgan Stanley in 1999, was named one of the firm’s Financial Planning Specialists in 2003, and earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2006.
Josh Jessup
General Manager Human Resources @Delta Air Lines
Josh Jessup, GM Global Retirement and Mobility, leads the team of HR professionals responsible for the plan design, oversight and management of Delta’s Global Retirement, Financial Wellbeing, and Mobility Programs. Domestically Delta’s Global Retirement team supports 5 DC plans with nearly $30B in assets for 90,000 active participants and 4 frozen DB plans with over $15B in assets and 140,000 participants. Prior to this role he held HR Business Partner positions of increasing responsibility with Delta over more than 14 years supporting Reservations, Technical Operations, Airport Customer Service and Cargo divisions. Josh graduated from Utah State University with a degree in Management and Human Resources. He and his wife have been married for over 20 years and have 6 children (5 sons and one spoiled daughter) that keep them busy outside of work.
Natalie Blain
Senior Innovation Manager @Commonwealth
Natalie Blain, a Senior Innovation Manager with Commonwealth, works with employers, benefits providers and retirement industry professionals to scale and implement tools that improve the financial well-being of employees. Her focus is those who experience the greatest financial vulnerability -- Black, Latinx and female-headed households. Commonwealth's strategies include: scaling emergency savings, increasing the funds available for savings, and fostering new tools for building wealth. Previously, Natalie worked for a patient advocacy organization and for America Works. She holds a Master in Public Health degree from Columbia University’s Mailman School of Public Health.