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401(k) Fiduciary Summit - Portland

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Multnomah Athletic Club

1849 SW Salmon St

Portland, OR 97205

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ABOUT THE 401(K) FIDUCIARY SUMMIT

Retirement Plan Trends and Updates

We are excited to extend an invitation to the 401(k) Fiduciary Summit in Portland, OR! The event is designed specifically for retirement plan sponsors, financial advisors, consultants, CPAs, and TPAs to gather together for a half day workshop for all things retirement plans.

We are bringing together some of the best and brightest minds in the retirement plan industry to share a day of ideas, insights, and action items for retirement plans.

Registration to the event includes the following:

  • Event Ticket
  • Gift Bag
  • Lunch
  • CE Credits (if you attend the afternoon sessions)


WHO SHOULD ATTEND?

  • Plan Sponsors
  • Financial Advisors
  • Consultants
  • TPAs
  • CPAs


EVENT TOPICS

  • DOL Auditor Update with Q/A
  • Retirement Recordkeeping Trends and Update
  • ERISA Regulatory Update
  • 3(16), 3(21) and 3(38) Fiduciary Update
  • Plan Sponsor Survey Results
  • MIT Age Labs
  • Non-Qualified Deferred Compensation Plans


EVENT OVERVIEW


REGISTRATION

Please join us for registration and lunch, sponsored by Oppenheimer and Janus


WELCOME AND OPENING REMARKS

Welcome everyone and set expectations for the day.


ERISA REGULATORY UPDATE - Sponsored by T Rowe Price

Bradford P. Campbell is a nationally recognized figure in employer-sponsored retirement plans. He is the former Assistant Secretary of Labor for Employee Benefits and former head of the Employee Benefits Security Administration. As ERISA’s former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He provides employee benefits advice to financial service providers and plan sponsors, particularly in relation to ERISA Title I issues, including fiduciary conduct and prohibited transactions. A prominent voice in the debate over the Department of Labor fiduciary regulation, Brad testified before four Congressional committees regarding the effects of the regulation, and provides clients with strategic and legal advice related to the final rule.


RECORDKEEPING AND INDUSTRY TRENDS

Times are changing and recordkeepers need to adapt to the changing needs of both the participant and plan sponsor. Join Voya Financial President Bill Harmon to review the trends in the recordkeeping industry, along with where the 401(k) recordkeeping world is going.


HOT TOPICS

We will sort through a variety of best practices and industry insights. There will be 20 minute power-packed sessions on: Investment Fiduciary Roles - Plan Administration - Non-qualified Deferred Compensation - Plan Sponsor Trends


DOL AUDITOR UPDATE

Have you ever wondered if your plan is out of compliance and if so, how to fix it? Join a DOL auditor from the Seattle, WA office to hear what they are focusing on and how to run a compliant plan. There will be a Q&A to follow to ask specific questions.


MIT AGE LABS - CE CREDITS - CFP, CPA, CIMA, HRCI/SHRM

The MIT AgeLab was created in 1999 to invent new ideas and creatively translate technologies into practical solutions that improve people’s health and enable them to “do things” throughout their lifespan. Equal to the need for ideas and new technologies is the belief that innovations in how products are designed, services are delivered, or policies are implemented are of critical importance to our quality of life tomorrow.


EVENT SPONSORS

  • VOYA FINANCIAL
  • T. ROWE PRICE
  • FIDELITY
  • HARTFORD FUNDS
  • OPPENHEIMER
  • JANUS
  • IVY FUNDS
  • INVESCO
  • FIRST EAGLE
  • NUVEEN

EVENT PARTNERS

  • US DEPARTMENT OF LABOR
  • MIT AGE LABS
  • PROGRESSION ATHLETICS (CHARITY)
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Date and Time

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Multnomah Athletic Club

1849 SW Salmon St

Portland, OR 97205

View Map

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