Caroline works with employers to design and implement customized benefit strategies that best meet the needs of the company and its employees. She enjoys exploring creative solutions for cost containment as well as evaluating new benefits and perks for employees. She also finds that digging into the math behind renewal work-ups, conducting in-depth compliance assessments, and articulating strategic benefits philosophies are among the most satisfying projects she has the opportunity to complete. In her spare time, she enjoys cooking and participating in Vita's book club.
Top Trends in Employer-Sponsored Retirement Plans
September 17, 2025 | 11 AM Pacific
For working Americans, employer-sponsored retirement plans continue to be the leading tool for long-term savings, with 401(k) plans alone holding over $7 trillion in assets for 70 million active participants. As legislation evolves and competition for talent intensifies, your retirement plan could be the key to attracting and retaining top performers.
Join Vita's retirement planning experts for an exclusive webinar that breaks down what's changing and equips you with the tools you need to stay ahead.
What You'll Learn:
- Alternative Investments & New Opportunities: How new regulations are opening 401(k) plans to alternative assets and what that means for your plan.
- Generating Income & Maximizing Outcomes: Strategies to boost retirement readiness and long-term security. (How this new innovation effects them) - when emplooyees come and ask them about something, that's their audience.
- AI & The Future of 401(k) Administration: How AI is transforming plan administration.
Gain the clarity, tools, and next steps you need to confidently evaluate your 401(k) strategy, optimize your benefits, and keep your organization competitive in a changing market.
This webinar qualifies for 1 SHRM and HRCI general HR continuing education credit.
Date & Time
September 17, 2025
11 AM Pacific
Location
Virtual | Zoom
The link to join will be sent to your email after registering.
Presented by

Tim Gallagher
Retirement Plan Advisor | Vita

Julia Hopkins
Account Manager, Planning | Vita
Frequently Asked Questions
This session is designed for HR decision-makers and employee benefits managers.
This event qualifies for 1 hour of SHRM and HRCI general HR CE.
CE certificates will be emailed to attendees following the event.
You’ll get the webinar link automatically in your confirmation email (from events@vitamail.com) right after you register, as well as in reminder emails sent before the event.
Attendees will receive a follow-up email with the slides and any additional resources shared during the session.