As open enrollment season heats up, gain practical, plain-language guidance on both core retirement education and the evolving benefits landscape that will shape 2026 planning.

With employers seeking smarter, more streamlined approaches to benefits, the traditional “siloed” model of Insurance and Retirement Plans is being reimagined. Learn how to unify your health and wealth strategies to simplify administration, boost participation, and enhance financial wellness. We’ll cover:

• The long-term value of aligning your Health & Wealth initiatives

• Operational efficiencies and technology solutions that drive engagement and education

• Actionable strategies to deliver holistic benefits education to your workforce

Presenters:

Jim O’Brien, Retirement Plan Advisor

 Jim strives to make a real difference for Plan Sponsors by helping them provide their employees with the resources they need to prepare for retirement.

Before joining Sentinel, Jim honed his skills by working with a diverse range of Plan Sponsors, from major Fortune 500 corporations to local nonprofits. Regardless of organization size, Jim is driven by his passion to improve retirement confidence for both employers and their employees.

Christopher Healy