Please Join Us!

Thank you for your interest in the 401k Fiduciary Summit. I created the first summit in 2018 and my goal was to host a regional event that brings national value! The sponsors and I are excited for what we have put together for the 2020 summit and I hope you can join us. Please feel free to share this with anyone you think would benefit.

Shane Hanson – Voya Retirement

CE Credits

AIF®, C(k)P®, AIFA®, PPC® and SHRM-CP®

ABOUT THE 401(k) SUMMIT

Retirement Plan Trends and Updates

We are excited to extend an invitation to the Annual 401(k) Fiduciary Summit Portland! 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.

Trouble Registering?

Click on the link below to sign up on Eventbrite directly.

OUR SPONSORS

PLATINUM

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GOLD

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SILVER

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Event Schedule

A great day with some of the industry best

Lunch and Networking

11:30am

Retirement Plan Update: MEPs, PEPs, and the SECURE Act

Christine Moehl, Lawyer, Saalfeld Griggs

12:30

Overcoming Disruptive Trends to Improve Retirement Outcomes

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

1:00pm

A Data-Driven Approach to Providing a Personalized Retirement to Participants

Julie Varga, Vice President, Retirement & Workplace Solutions, Morningstar

1:45pm

Five tips to improve HSA engagement

Nate Black, AVP of Health Savings and Spending Accounts, Voya Financial

2:30pm

Department of Labor 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.

3:00pm

War on Stress

Taylor Pluss, Retirement Director, Janus Henderson

3:30pm

The Sustainability Opportunity

DFA

4:00pm

Target Date Panel - Fidelity, Blackrock and Pimco

4:30pm

Contact Us

Contact Information

  • Multnomah Athletic Club: 1849 SW Salmon St, Portland, OR 97205

  • hello @ 401kfiduciarysummit.com

  • CE Credits: AIF®, C(k)P®, AIFA® and PPC®