Elevate Your Retirement Plan Strategy: Insights, Trends, and Professional Development

Unlock Continuing Education Credits: Earn SHRM–CP, SHRM-SPC, and CPE Credits in Finance and Personnel/Human Resources

Welcome to your premier resource for advancing knowledge and skills in retirement plan management. Our summits offer comprehensive updates, tips, and strategies for retirement plan sponsors, CPAs, TPAs, CFOs and human resources professionals keen on staying ahead in the dynamic world of retirement plans.

Why Engage with Us?

• Expert Guidance: Gain insights from leading specialists in the retirement plan industry, ready to share cutting-edge ideas and actionable strategies to enhance your retirement plans.
• Interactive Learning: Participate in a range of workshops and presentations that cover essential retirement plan topics, from legislative updates to fiduciary responsibilities.
• Professional Networking: Connect with peers and experts, sharing challenges and solutions, fostering a community of learning and mutual support.
• Exclusive Resources: Access a wealth of materials and resources designed to provide ongoing support and reference for your retirement plan management needs.

Who Benefits from Our Resources?

• Plan Sponsors
• Human Resources Professionals
• CPAs and CFOs
• Third-Party Administrators (TPAs)

Core Topics Covered:

• Updates on Department of Labor audits and compliance strategies
• The latest in ERISA regulatory changes and implications
• Techniques for effective fee benchmarking and investment analysis
• Trends and updates in retirement recordkeeping
• Updates on fiduciary responsibilities and how to navigate them

What You Will Gain:

• A thorough understanding of the roles and responsibilities involved in retirement plan management
• Strategies to identify and mitigate liabilities within your retirement plan
• Insight into how regulatory changes affect your retirement plans and how to adapt
• Practical methods to enhance plan operations, administration, and benchmarking

Join our community of professionals dedicated to excellence in retirement plan management. Together, we can drive success and ensure a secure financial future for all participants.

CPE: 401(k) Fiduciary Summit® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

SHRM PDCs: 401(k) Fiduciary Summit® is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.