Join us for a special, invitation-only RRC member gathering on September 9th from 3:00-5:00 PM hosted at Franklin Templeton in Boston (100 Federal Street, Boston, MA 02110).
This session will bring together regional RRC members for a focused conversation on to explore changes and perspectives around private market securities.
Agenda:
How Private Market Securities Best Fit in Defined Contribution Plans — and How They Might Impact Outcomes
This panel will examine how, in light of the recent executive order and proposed DOL guidance, private market securities might fit into more defined contribution plans . We will explore how access to these securities may impact participant outcomes, as well as plan operations and what the industry should consider to prepare for this potentially changing environment. Panelists from across the consultant, employer, and provider communities will offer perspectives on how plans can evaluate and implement private market securities as an effective addition to a defined contribution plan.
Franklin Templeton Survey Results: Voice of the American Workplace (2026 edition)
Franklin Templeton will present findings from its annual Voice of the American Workplace survey. The session highlights industry opportunities for benefit structure modernization and focuses specifically on participant outcomes, with a special focus on the growing presence of private market securities.