ABOUT THE 401(K) FIDUCIARY SUMMIT™
History
The 401(k) Fiduciary Summit™ was founded in 2018 and has since hosted thousands of plan sponsors and industry professionals across the country. The event was established to provide a platform for sharing industry updates and offering straightforward solutions to complex issues in our field. Whether you're a seasoned industry veteran or new to your role, our aim is to ensure that you walk away with valuable insights that are easy to implement.
Retirement Plan Trends, Tips and Updates
CE Credits: 1.0 CPE Credits – Finance: .5 Hours & Personnel/Human Resources: .5 Hours
We are delighted to invite you to the 401(k) Fiduciary Summit® Series in OKC! This event is tailored specifically for advisors, retirement plan sponsors, CPAs, and TPAs, providing an opportunity to come together for a meal and workshop focused on all aspects of retirement plans.
We have assembled a lineup of specialists from the retirement plan industry who will share valuable ideas, insights, and actionable items to enhance retirement plans.
Join us at the 401(k) Fiduciary Summit® to gain invaluable knowledge and connections to drive the success of your retirement plan.
WHO SHOULD ATTEND?
- Financial Advisors
- Plan Sponsors
- Human Resources
- CPAs
- CFOs
- TPAs
EVENT TOPICS
- ERISA Regulatory Update
- How to embrace technology and the ever-changing landscape to grow your wealth practice
- Participant Engagement
- Retirement Recordkeeping Trends and Update
- Investment Update
EVENT OVERVIEW
MEALS – Lunch
WELCOME AND OPENING REMARKS – Welcome everyone and discuss the agenda
EVENT TAKEAWAYS
- How to embrace technology and the ever-changing landscape to grow your wealth practice.
- Discover how to maximize participant engagement.
- Investment and market update.
- Understand the roles and responsibilities of a retirement plan.
- Identify areas of liability and ways to address each of them.
- Recognize how regulatory changes impact your retirement plan.
- Tangible methods to improve plan operations and administration.
