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 soon!

Conference & Event Schedule

NCTR Annual Trustee Workshop

July 13-16, 2025 in Williamsburg, VA

NASRA

August 9-13, 2025 in Seattle, WA

NAIC Summer Meeting

August 10-13, 2025 in Minneapolis, MN

CEFLI

September 15-16, 2025 in San Diego, CA

NCCMP

October 1, 2025 in Washington, DC

NCTR

October 4-7, 2025 in Salt Lake City, UT

P2F2

October 26-29, 2025 in Phoenix, AZ

CCA

October 26-29, 2025 in Las Vegas, NV

ASPPA

October 26-29, 2025 in San Diego, CA

IFEBP

November 9-12, 2025 in Honolulu, HI

On-Demand Resources

Webinar Recording: Pension Risk Transfer – Market Stability, Regulation, and Future Outlook

Webinar panelists included: Travis Jones, Senior Consultant of PRT, Aon, Glenn O’Brien, Head of Risk Transfer, Prudential, Ken Cotrone, Insurance Certified Supervising Examiner, Connecticut Insurance Department, and Lane Kent, General Manager of Insurance, Berwyn.

This webinar brought together industry leaders to discuss strategies for navigating today’s pension risk transfer (PRT) landscape. Our expert panel shared insights on current regulatory frameworks, the role of data integrity in successful transactions, and market opportunities to achieve long-term pension security.

Webinar Recording: What’s Happening on the Hill: PBGC, NCCMP, Morgan Lewis

Webinar panelists include: Jim Donofrio, Director, Negotiations & Restructuring Actuarial Dept., PBGC, Mariah Becker, Director of Research and Education, NCCMP and Randall McGeorge, Partner, Morgan Lewis & Bockius LLP

Keeping up with the numerous recommendations, regulations, and guidelines can be challenging for any fiduciary. Hear industry leaders discuss the most crucial topics and provide clear insights on the expectations and regulations surrounding them.

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.

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.