Expanding Access and Innovation in Retirement: Policy, Structures, and Solutions

National Association of Plan Advisors [NAPA]

Recent legislative and policy developments are accelerating innovation across defined contribution plans—including retirement income, access to private markets through professionally managed solutions, and emerging “dual share class” fund structures.

We’ll break down what has changed, what is still evolving, and how these developments may influence plan menu design, fiduciary evaluation, recordkeeper considerations, and participant outcomes. Topics will include the latest federal activity aimed at clarifying fiduciary considerations for alternative assets and the SEC’s exemptive relief that allows a single fund to offer both mutual fund and ETF share classes.

This webinar will provide DC plan advisors with timely insights on where the market is heading—and how emerging structures and solutions may help advisors support plan sponsors in evaluating innovation through the lens of access, implementation, and long-term retirement outcomes.

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