Brea(k)fast with the Experts - Dayton

As workplace benefits evolve faster than ever, powerful innovations are reshaping how organizations manage retirement plans and HR systems. AI-driven tools, personalized retirement features, and new regulations are actively transforming benefits, compliance, and risk management. Staying ahead isn’t optional—it’s essential. Join us to explore the latest trends and strategies that can help you better navigate this rapidly changing landscape.

Our Breakfast with the Experts workshop is designed for Business Owners, Finance, HR, Benefits Executives, and Fiduciaries who want to cut through the noise, stay compliant, and make smarter decisions for their teams.

Agenda Highlights:

• AI in Defined Contribution Plans (DC) – Learn how artificial intelligence is set to transform financial services and reshape participant engagement, plan sponsor responsibilities, and compliance in defined contribution plans.
• 401(k) & Retirement Plan Innovations – Explore the latest 401(k) trends, including greater personalization for participants, in-plan income solutions, access to private markets, and updates in fiduciary responsibilities.
• HR Tech Trends – Discover how HRIS optimization can address misconfigured platforms, strengthen the client experience, and ease the burden on HR teams without the disruption of starting over.

Bonus:

Attendees will receive a certificate of attendance that can be used to apply for continuing education credit.

Dayton Workshop | Tuesday, November 11, 2025

Moraine Country Club, 4075 Southern Blvd., Dayton, OH 45429

RSVP by Friday, November 7th

Please note, this event is underwritten in part by sponsors of investment products.