NeuGroup for DB and DC Plan Management 2026 H2 Meeting

Overview

Retirement plan sponsors are facing a growing set of strategic decisions as workforce demographics shift, funded positions improve, and expectations around retirement outcomes continue to evolve. At our H2 meeting, members will discuss approaches to improving retirement readiness, managing pension surplus and endgame strategies, and evaluating retirement income solutions that help can participants navigate the transition from accumulation to decumulation.

Schedule at a Glance

Wednesday, November 11, 2026

6:30 - 9:30 pm: Welcome Reception and Dinner - Venue to be announced

Thursday, November 12, 2026

8:30am - 5:00pm: Full-Day Peer Group Meeting - Mayer Brown Headquarters, 71 S Wacker Dr, Chicago, IL 60606

Session Topics to Include:

Retirement Adequacy as a Workforce Strategy Issue

1. How are sponsors measuring retirement readiness beyond account balances?
2. Are delayed retirements creating workforce planning, healthcare cost, or succession challenges?
3. What plan design changes are proving most effective in improving participant outcomes?

Pension Surplus Strategies and Endgame Planning

1. PRT: From deficits to surpluses: Implications for the pension risk transfer market in the U.S. and globally.
2. How are sponsors thinking about trapped surplus and preserving optionality?
3. Are companies exploring Section 420 transfers, plan re-openings, or legislative advocacy?

Decumulation and Retirement Income Solutions

1. Retirement Income: From Accumulation to Decumulation: Innovations in Guaranteed Lifetime Income Solutions for Defined Contribution Plans.
2. What lessons have members learned from evaluating in-plan annuities and managed payout solutions?
3. How are sponsors supporting participants through the transition from accumulation to decumulation?
4. Are retirement income products becoming compelling enough to implement?

Hotel Recommendations

Hilton Chicago - 720 S Michigan Ave, Chicago, IL 60605

Hyatt Regency Chicago - 151 E Wacker Dr, Chicago, IL 60601

Chicago Marriott Downtown Magnificent Mile - Driveway Entrance on, 540 North Michigan Avenue, 541 N Rush St, Chicago, IL 60611

Continuing Education Credits

NeuGroup is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

This event is eligible for up to 10 CPE credits.

Chatham House Rules

All NeuGroup meetings and engagements are conducted under the Chatham House Rule. By participating in the event, you agree to adhere to this standard. As a reminder, there should be no discussions or collusion with your competitors of agreements or concerted actions that may restrain competition. This includes the improper exchange of information concerning company specific current or future prices, price levels, pricing formulas, credit terms, discounts, costs, terms, or other features that can impact prices.