The AI-Empowered Plan: Efficiency, Safeguards and the Human in the Loop

Artificial intelligence is already transforming how employee benefit plans and their service providers communicate with participants, process information, analyze data, identify potential errors and support plan operations. The opportunities are significant, and so are the challenges. Where can AI deliver meaningful value today? What risks should trustees and plan professionals be monitoring? And how can plans innovate while maintaining fiduciary oversight, data security, compliance and participant trust?

In this educational webcast sponsored by Zenith American Solutions, former assistant secretary of labor Lisa M. Gomez will lead a practical discussion of AI’s emerging role in employee benefit plan administration. The webcast will explore current and potential uses of AI; the questions plan fiduciaries and professionals should ask when evaluating AI-enabled tools; and the safeguards needed to address accuracy, bias, privacy, cybersecurity, vendor oversight and accountability. Participants will gain a practical framework for identifying appropriate AI applications, evaluating vendor claims, establishing effective governance and oversight, and determining when human judgment must remain central. Learn how plans can use AI to enhance—not replace—the experienced people who protect participants and deliver trusted service.