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.
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 Tulsa! 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.
- Financial Advisors
- Plan Sponsors
- Human Resources
- CPAs
- CFOs
- TPAs
- 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
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.
Event Venue & Nearby Stays
Polo Grill, 2038 Utica Square, Tulsa, United States
USD 0.00