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The Role of Plan Administrators in Financial Planning

A candid chat exploring how public pension plans are embracing — or wrestling with — the role of financial planning in member education and outcomes. Hear from three plans on why they ventured into the financial planning space, how they approached it, and what success looks like. While the focus is typically on DB plans where this is emerging, we’ll also hear from a DC plan with years of experience to offer valuable perspective. Bring your questions — we’re diving into the real stories behind the strategy.

AI in the Pension Environment
Speakers:
  • Pamela Atkinson, Director Member Services, BC Pension Corporation
  • Jason Durdle, Director – Pension Administration, Provident 10
  • Tyler Hopson, Director, Education & Engagement, Plannera Pensions & Benefits
Moderator:

Michael Pisch, Manager of Pension Compliance and Liabilities, SHEPP