CE Credits

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

ABOUT THE 401(k) SUMMIT

Retirement Plan Trends and Updates

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

OUR SPONSORS

PLATINUM

sponsor image
sponsor image
sponsor image
sponsor image
sponsor image

GOLD

sponsor image
sponsor image

SILVER

sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image
sponsor image

Event Schedule

A dynamic day with some of the industry best

Breakfast

Please join us for a light breakfast and coffee before the event.

7:30am

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

Bret Busacker, Partner, Holland & Hart LLP

8:00am

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.

8:30am

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

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

9:15am

Five tips to improve HSA engagement

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

10:00pm

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.

10:30am

War on Stress

Taylor Pluss, Retirement Director, Janus Henderson

11:00am

The Sustainability Opportunity

DFA

11:30am

Target Date Panel - Fidelity, Blackrock and Pimco

12:00pm

Lunch and Networking

12:30pm

Contact Us

Contact Information

  • TBD

  • hello @ 401kfiduciarysummit.com

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