Best Practices For Implementing AI in Employee Benefits

Attendee Drawing:  Michael Kors Handbag – Sponsored by Johnson & Dugan

Description

There is a lot of hype around the promise of AI to increase productivity and employee engagement for employee benefits and retirement programs. Are you feeling overwhelmed but interested in taking the first step? Join us for a session that will highlight key takeaways from the 2026 San Francisco Western Pension & Benefit Council’s AI Summit and discuss AI implementation case studies, workflow improvements, and participant engagement in Employee Benefit and Retirement programs.

Key Takeaways: 

• How AI is being implemented by Employee Benefits and Total Rewards Service Providers
• Compliance and Risk Controls measures when using AI – how to balance efficiencies with data security and create unintentional litigation risks
• Assessing Return on Investment when using AI

Learning Objectives: 

1. Understand the AI landscape and how it is being integrated by service providers and companies for their benefit and retirement plans. 
2. Consider internal governance structures and how to apply oversight and risk controls when technology has outpaced the current ERISA regulatory structure.
3. Review how to internally assess and determine who and how AI can be applied to maximize its effectiveness
4. Understand AI vocabulary and terms so that you are in control of any AI implementation or integration by your service partners.

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