A knowledge hub to find insights, trends, and data around the industry’s most important and timely topics.

Through partnerships with industry thought leaders and agencies, we provide pensions, insurance companies, and third-party administrators free and unlimited access to a range of publications, webinars, case studies and white papers. Berwyn University will offer Continuing Education (CE) Credits which further demonstrates our commitment to professional development, thought leadership, and industry progression.

Connection is at the core of our approach, as we partner with other organizations in our industry to provide important information about the market. We stand not only as industry leaders but as dedicated contributors to advancing methods, ideas, and approaches in our field.

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Industry Education & Resources

Upcoming Webinars

Upcoming Events

On Demand Resources

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Partnership & Speaking Opportunities

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Upcoming Webinars

Next webinar will be announced shortly!

Here’s where to find us:

NASRA

August 3-7, 2024 in Pittsburg, PA

The National Association of State Retirement Administrators (NASRA) conference features leaders in the fields of retirement plan investment and administration.

ICA Annual

September 8-10, 2024 in Grapevine, TX

The International Claim Association (ICA) has been helping professionals in the life, health and disability insurance claims industry provide excellent service by offering critical industry research, a variety of educational certifications and opportunities and many channels through which members can share ideas and resources.

NAIC Insurance Summit

September 16-19, 2024 in Kansas City, MO

The Insurance Summit is a premier insurance conference that combines the best resources of the NAIC and NIPR and connects innovators and regulators to explore the newest ideas, the latest technology, and the future of regulatory practices. Join us for diverse, content-rich educational sessions with a customizable schedule.

CEFLI

September 22-24, 2024 in Austin, TX

The Compliance & Ethics Forum for Life Insurers (CEFLI) conference brings compliance and ethics professionals, industry experts, educators and key state and federal regulators together to share issues facing the industry.

NCCMP Lawyers & Administrators Meeting

September 24, 2024 in Washington, D.C.

The Lawyers and Administrators Meeting brings together technical experts and plan professionals on both multiemployer health and pension plan topics to discuss current areas of concern. Attendees participate in forums with representatives from the government agencies with jurisdiction over multiemployer plans.

ACLI Annual Conference

September 25-27, 2024 in Chicago, IL

ACLI’s premier meeting brings together senior executives from life insurance and financial services companies to examine today’s business and political issues.

NCTR

October 5-9, 2024 in Atlanta, GA

The National Council on Teacher Retirement (NCTR) is constituted as an independent association dedicated to safeguarding the integrity of public retirement systems in the United States and its territories to which teachers belong and to promoting the rights and benefits of all present and future members of the systems.

Segal Annual Multiemployer IT Summit

October 8-9, 2024 in Austin, TX

The Annual Multiemployer IT Summit, is hosted by Segal’s Administration and Technology Consulting (ATC) Practice. Topics addressed: the technological and operational challenges facing multiemployer benefit funds today, including keeping up with security, navigating government regulations, implementing emerging technologies such as AI and developing new workforce strategies for attracting and retaining fund office staff.

NPEA

October 12-16, 2024 in Greenville, SC

The National Pension Education Association (NPEA) provides a forum to educate public retirement system professionals and encourage the ongoing exchange of information and ideas in retirement planning and member communication.

ASPPA

October 20-23, 2024 in Orlando, FL

The American Society of Pension Professionals & Actuaries (ASPPA) is the premier national organization for retirement plan professionals in the industry.

CCA

October 27-30, 2024 in Marco Island, FL

The Conference of Consulting Actuaries (CCA) is dedicated to the unique needs of the consulting actuary, it is the place for members to connect and share emerging insights, critical knowledge, and fresh inspiration.

P2F2

October 27-30, 2024 in Indianapolis, IN

The Public Pension Financial Forum’s (P2F2) mission is to serve its membership through education, pension advocacy, and networking by promoting financial excellence for public pension plans.

IFEBP

November 10-13, 2024 in San Diego, CA

The International Foundation of Employee Benefit Plans (IFEBP) is an educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information to ensure the health and financial security of plan beneficiaries worldwide.

On Demand Resources

Webinar Recording: Overpayments – Regulations, Response, Ramifications

Webinar panelists include: Norman Stein, Legal Director and Senior Policy Advisor at Pension Rights Center and Brigen Winters, Principal at Groom Law Group.

Unreported deaths are increasing. The decline of the Death Master File and the rise of disparate data sources have made it more challenging than ever for pension plans to identify decedents and locate missing participants/beneficiaries. But inaccurate data can lead to costly overpayments that could threaten the longevity of the fund. Industry experts will explain best practices for preventing overpayments, partnering with your beneficiaries when an overpayment is made, what the regulations and SECURE 2.0 require, and the rights of the pensioner.

Webinar Recording: Your Checklist for Pension Risk Transfer

Webinar panelists include: Travis Jones, Senior Consultant at Aon, Ellen Kleinstuber, Principal & Chief Actuary at Bolton, Ruth Schau, Senior Director Pension Solutions at Pacific Life Insurance, and Greg Cunningham, Senior Sales Executive at The Berwyn Group.

2023 was another record year with over 800 Pension Risk Transfers completed, a 30% increase from 2022. Insurer PRT participation has doubled over the past decade as a result of PRT growth. Whether new or experienced in the PRT market, this webinar is a must see for insurers and plan sponsors as industry experts explain what you should know when considering a PRT and what you should do after the decision has been made.

Are you asking the right questions?

Key details to ask when selecting a death audit provider.

Is your current death audit process providing a false sense of security?

Why you shouldn’t overlook your death audit process.

Partnership & Speaking Opportunities

Partnering with industry experts broadens our insight into crucial educational resources, creating comprehensive professional development. Together, we can navigate the evolving landscape, empowering individuals with diverse expertise for sustained success. If you have insights you can share through a webinar or article, let’s connect.

Submit a Topic

Looking for a topic we haven’t covered yet or need a deeper understanding of one we’ve already covered? We’d like to hear from you! Please use our contact form here and let us know what topic(s) you’d like to see in the future.