Milwaukee Chapter: Retirement Plan Trends
Wednesday, July 16 - Thursday, July 16, 2026
Chapter Event
Retirement Plan Trends
(Choose to Attend In-Person or Virtual)
Thursday, July 16, 2026 | 11:30 am - 1:15 pm
Brookfield Conference Center, Garden Room
The retirement plan landscape continues to evolve requiring plan sponsors to stay on top of the changes in order to offer an appropriate and competitive 401k plan benefit. We will review how plan sponsors can stay ahead of evolving trends, regulatory changes, and fiduciary expectations.We will highlight how today’s environment requires a more proactive and disciplined approach—balancing compliance, benchmarking, and participant outcomes while incorporating key developments such as SECURE 2.0 provisions. The session will set the stage for practical insights to help sponsors strengthen governance, manage risk, and improve overall plan effectiveness.
Takeaways:
- Plan trends shaping the market
- SECURE 2.0 implications
- Governance & participant outcomes
- Regulatory & fiduciary responsibilities
- Benchmarking & plan evaluation
Location: Spectrum Investment Advisors - 6329 West Mequon Road, Mequon, WI 53092
*Please RSVP by Wednesday, July 8, 2026*
Speakers
To be announced soon.
Pricing
Virtual - Free
Member
Virtual - Free
Nonmember
In-Person ISCEBS Chapter Members - Free
Member
In-Person Non-Members - $20
Nonmember