Name: 401(k) Fiduciary Summit® - Dallas
Start: 2024-06-21T11:30:00-05:00
End: 2024-06-21T13:00:00-05:00
Location: Al Biernat's North

$401(k) Fiduciary Summit\u00ae - Dallas$

Please join us for the 401(k) Fiduciary Summit™, where we will review ERISA regulatory updates and share insights & tips to help your plan.
About this Event
ABOUT THE 401(K) FIDUCIARY SUMMIT™History

The 401(k) Fiduciary Summit™ was founded in 2018 and has since hosted thousands of plan sponsors and industry professionals across the country. The event was established to provide a platform for sharing industry updates and offering straightforward solutions to complex issues in our field. Whether you're a seasoned industry veteran or new to your role, our aim is to ensure that you walk away with valuable insights that are easy to implement.

Retirement Plan Trends, Tips and Updates

CE Credits: 1.0 CPE Credits – Finance: .5 Hours & Personnel/Human Resources: .5 Hours

We are delighted to invite you to the 401(k) Fiduciary Summit® Series in Dallas! This event is tailored specifically for advisors, retirement plan sponsors, CPAs, and TPAs, providing an opportunity to come together for a meal and workshop focused on all aspects of retirement plans.

We have assembled a lineup of specialists from the retirement plan industry who will share valuable ideas, insights, and actionable items to enhance retirement plans.

Join us at the 401(k) Fiduciary Summit® to gain invaluable knowledge and connections to drive the success of your retirement plan.

WHO SHOULD ATTEND?

Financial Advisors
Plan Sponsors
Human Resources
CPAs
CFOs
TPAs

EVENT TOPICS

ERISA Regulatory Update
How to embrace technology and the ever-changing landscape to grow your wealth practice
Participant Engagement
Retirement Recordkeeping Trends and Update
Investment Update

EVENT OVERVIEW

MEALS – Lunch

WELCOME AND OPENING REMARKS – Welcome everyone and discuss the agenda

EVENT TAKEAWAYS

How to embrace technology and the ever-changing landscape to grow your wealth practice.
Discover how to maximize participant engagement.
Investment and market update.
Understand the roles and responsibilities of a retirement plan.
Identify areas of liability and ways to address each of them.
Recognize how regulatory changes impact your retirement plan.
Tangible methods to improve plan operations and administration.