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2026 will be a year of transition and opportunity for retirement plans. Plan sponsors are navigating new compliance requirements, evolving expectations from participants, and a wave of technology-driven administrative enhancements. This webinar will highlight the most important trends shaping plan administration in 2026 — with a focus on practical steps plan sponsors can take now to prepare.
About the Speakers
Chris Dall, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management®
Chris Dall is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee Education Consultants who are responsible for providing defined contribution solutions to plan sponsors. Chris joined PNC in 2015 as an Associate Investment Advisor. Most recently, Chris served as Content Manager, working closely with the IAM business and Marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. In addition, he has authored content featured on the CFA Institute’s Enterprising Investor blog and SHRM's blog, in addition to being quoted in industry news sources such as Plansponsor.com. He has also presented on related topics at various industry conferences and local market events. Chris is a director on the Leadership Committee of Plan Sponsor Council of America (PSCA) and the chair of PSCA's Thought Leadership Council. He is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group and has served as the Vice President of the Interfaith Employee Business Relations Group. Chris graduated with a Bachelor of Science in finance from Penn State Erie, The Behrend College. Chris holds the Chartered Financial Analyst® (CFA) designation. He also studied at Oxford College and Emory University.
Elizabeth Kaido, CPFA®, Senior Vice President, Sales and Relationship Management, BPAS Plan Administration & Recordkeeping Services
Liz leads the team of Regional Sales Directors, Partner Relationship Managers, Client Relationship Managers and support staff who work with our financial partners to help serve clients and grow their retirement plan business. She also develops strategic partnerships, integrates the cross selling of services, plays a key role in large plan relationships, and oversees a number of key initiatives across the greater organization. Her extensive knowledge of defined contribution plans is instrumental in this role – both in managing partner relationships and helping plan sponsors optimize their plan needs. Liz began her career with BPAS in 2008 as a Dedicated Plan Consultant. In this role, she learned the complexities of ERISA regulations, compliance testing, and annual reporting requirements. In 2011, she transitioned to the Sales and Relationship Management team. In her more than 17 years with BPAS, Liz has continued to develop expertise in ERISA and best practices for Defined Contribution Plans. Liz graduated summa cum laude from SUNY Institute of Technology with a BS in Business Administration. She holds the Qualified 401(k) Administrator (QKA®) designation from ASPPA and the Certified Plan Fiduciary Advisor (CPFA®) designation from NAPA. Liz works out of our Utica, NY office.
Mark Pherson, Senior Director, Product Solutions, Transamerica
Mark Pherson, CFA joined Transamerica in 2011. Mark’s current responsibilities include leading the team responsible for the development and management of retirement platform solutions and investment products within Transamerica. Product responsibilities include pooled plan arrangements, fiduciary solutions, income products and investment offerings such as CITs and stable value options. Mark originally joined Transamerica as a part of the Stable Value Solutions business. In this role, he gained experience in product management, managing large institutional relationships, and leading first line risk oversight of a large synthetic GIC block of business. Mark is married with three boys and lives outside of Annapolis, MD.
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