Big Plan, Little Plan. Does Plan Size Matter?

Women in Retirement: Third Thursdays

Sep 21 2023 • 1 hr

Big Plan, Little Plan. What do they have in common, and what are their unique differences? What are the needs and resources of the plan sponsors of each? While it might be counterintuitive, even a “Mega Plan sponsor” who may seem like they command superior resources finds that they need the expertise of their service partners even more!

This lively discussion with two Plan Sponsors representing a Large Plan and a Small Plan as we learn what unites us and how we can be of greater value in our partnership.

Speakers:
Malika Terry, Head of Total Rewards, Invitae
Lisa Boss, Consulting Director, The HR Team