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2020 Fiduciary Summit


Oct. 29, 2020
Recorded Online

The global health crisis brought administrative and financial challenges for employers, along with legislative change, increased market volatility, and economic uncertainty.

The retirement plan is only a fraction of your responsibilities as an employer that were impacted and should be on your radar as we look ahead. We are hoping to boil it down and provide some clarity. Join our fiduciary summit to hear how to:

  • Navigate legislative and regulatory updates (CARES Act, SECURE Act, etc.);
  • Keep up with retirement plan design trends aimed at maximizing employee retirement outcomes;
  • Reduce your workload while mitigating risk, keeping compliant, and meeting your fiduciary obligations. 


Pension Resource Institute & Retirement Law Group: Practical Considerations for Sponsors:  CARES Act, SECURE Act & Electronic Disclosures 

J.P.Morgan (CE credit for SHRM, HRCI, CIMA, CFP, CLU/ChFC)Guide to Retirement - Must attend live to receive CE credit. 

Industry Panel with Retirement Plan Specialists: What's to come and where are we headed?

Please note, the event is scheduled for 2 hours with breaks. We are blocking extra time for Q+A, as needed. If you cannot attend live please register to receive the replay!

More Information, How to Register

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