Join us for a special, invitation-only RRC member gathering on May 20th from 10:00-11:30 AM hosted at Morgan Lewis in Philadelphia (2222 Market Street, Philadelphia, PA 19103).
This session will bring together RRC member firms for a focused conversation on industry trends, shared challenges, and opportunities for deeper collaboration across the retirement ecosystem.
Agenda:
Access Expansion I: Impact of Federal Policy & Outlook for New Proposals
This panel will examine how recent federal policy changes including new plan sponsor tax credits and PEPs are shaping retirement plan adoption, and what emerging legislative proposals could mean ofr the road ahead. Panelists from across the policy, employer, and provider landscape will offer perspectives on what's working, what's stalled, and where the greatest opportunities for access expansion lie.
Access Expansion II: The Impact of State Mandates & Philly Breaking News
With state-facilitated retirement programs continuing to expand across the country, this panel takes a deeper dive into how mandates are driving coverage among previously unserved workers and what employers and plan providers are experiencing on the ground. The conversation will also feature a Day-After updated on Philadelphia's own retirement policy city-wide ballot referendum on May 19th, offering a local lens on a national movement.
Afternoon Phillies Baseball Game
Following the meeting, attendees are warmly welcomed to join us for an afternoon Ambassadors Event at the Philadelphia Phillies baseball game, offering a relaxed environment for continued networking and connection with peers across the industry.