Legislative and Regulatory Webinars

Insights and guidance to navigate an evolving legislative and regulatory landscape.

Washington and the Markets
October 2025
Speakers: Speakers: Jacob Weinstein, Senior Vice President, Asset Allocation Research; Kristy Croushore, Senior Vice President, Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of current trade, tax, monetary and budget policies.

SECURE 2.0: Roth Catch-up
October 2025
Speakers: Keith Walonis, Senior Vice President, Relationship Management; Angela Capek, Senior Vice President, Product Area Leader, Defined Contribution Product Platforms; Martin Frohlich, Defined Contributions Product; Krista D’Aloia, Senior Vice President, Deputy General Counsel

Join us for a discussion on what plan sponsors should be considering as they prepare to meet the requirement.

Washington and the Markets
September 2025
Speakers: Jurrien Timmer, Director of Global Macro; Jillian Enoch, Vice President Public Policy

Join us for an in-depth discussion on the policy and market implications of current trade, tax, monetary and budget policies.

Trade, Taxes, and Fiscal Outlook
June 2025
Speakers: Jacob Weinstein, Senior Vice President Asset Allocation
Research; Alice Joe, VP Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of current trade, tax, and budget negotiations.

First 100 Days in Washington Part 2
April 2025
Speakers: Denise Chisolm, Director Quantitative Marketing Strategy; Dirk Hofschire, Managing Director of Research Asset Allocation Research Team; Jim Febeo, Head of Government Relations and Public Policy

Join us for an in-depth discussion on the policy and market implications of the Trump Administration and Republican-led Congress.

First 100 Days in Washington
March 2025
Speakers: Denise Chisholm, Director Quantitative Marketing Strategy; Alice Joe, Vice President, Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of the Trump Administration and Republican-led Congress.

SECURE 2.0: Roth Catch-up and the Year Ahead
February 2025
Speakers: Speakers: Keith Walonis, Senior Vice President, Relationship Management; Angela Capek, Product Area Leader, DC Product Platforms; Jillian Enoch, Director, Public Policy; Julie Glawatz, UKG Principal Product Management Compliance Analyst

An in-depth discussion of key provisions including Roth Catch-Up and what plan sponsors should expect in 2025.