Retirement plan sponsors are entering a new phase of AI adoption, where innovation is moving faster than governance, documentation, and vendor oversight. Join our panel including, ERISA specialist, a member of our product team, and retirement plan advisor, for a practical discussion of the AI challenges and opportunities shaping plan oversight today, including:
- Fiduciary Risks and Decision Documentation
- Core Legal Considerations
- Building AI governance: policies and Acceptable Use standards
- Data Privacy and Cybersecurity Considerations
- Responsible AI Opportunities and Use Cases, including how AI is reshaping participant engagement, financial confidence, and retirement readiness.
Attendees will leave with practical guardrails and next steps to help their committees navigate AI as a tool, supported by human expertise, with thought to complying with ERISA fiduciary standards, participant protections, and prudent plan governance. They will also gain a deeper understanding of how AI-driven change can shape the participant experience and how employers can support these changes through targeted financial education and guidance.
Investment advice offered by OneDigital Investment Advisors LLC.
