September 24, 2026
Partner Presentation

Employee Retirement Benefits Roundtable: Best Practices, Challenges & Opportunities

Share this page
In Partnership with
2:00pm-3:00pm EST

From helpful tips to words of caution, learn from fellow ANCOR members how they created and now effectively manage their workplace retirement plans that include and benefit everyone in their organizations at every level, not just C-suite employees, and how they wrapped the plans into their overall employee benefits packages.

Also, pick up tips on how to select a provider for your workplace retirement plan, whether it is a new benefit for your employees or an enhancement to your current benefits package.

Panelists

  • Barbara Merrill, Chief Executive Officer, ANCOR
  • Roberta Koenigsberg, Chief Administrative Officer, ADAPT Community Network
  • Steven Ortiz, VP of National Accounts, Mutual of America Financial Group
  • Zach Wray, President and CEO, Sunrise Community

More Training & Events

Conference
2026 ANCOR Foundation CEO Summit
CEO Summit logo featuring mountains and a sun motif
Partner Presentation
The Intelligence Layer: What Smart Infrastructure Looks Like in Practice
icons of data graphics overlaid across a photo of hands typing at a computer
Partner Presentation
Say YES! to More Referrals