Retirement Plan University’s Fiduciary Summit brings together finance and human resources executives, business owners, and plan fiduciaries. You will leave the summit with the latest insights and actionable items on how to make your organizations retirement plans work for your most important asset – your employees. 

Join us after the training sessions for a happy hour! 

Earn CE Credits

Earn four hours of CE general credits.

Our RPU Experts will:

• Guide you through new top-of-mind legislation
• Lead discussion of best practices and strategies for improving and protecting retirement plan outcomes

Schedule

10:00 a.m. - Sign-In 

10:15 - 10:30 a.m. - Introduction to Retirement Plan University

10:30 - 11:00 a.m. - Overview of Fiduciary Responsibilities & Best Practices 

11:00 - 11:30 a.m. - Ushering in a New Era for Health and Welfare Plan Fiduciaries 

11:30 - 12:00 p.m. - Solving for Group Plan Shortfalls with Executive Benefits 

12:00 p.m. - Lunch

1:00 p.m. - 1:30 p.m. - Student Loans: The Now Wow Employee Benefit 

1:30 p.m. - 2:00 p.m. - Target Date Fund Suitability  

2:00 p.m. - 2:30 p.m. - Using Powerful Analytics for Optimal Team Experience

2:30 p.m. - 3:00 p.m. - Retire Like a Boss: How to Empower Your Employees to Plan, Save, and Thrive! 

3:00 - 5:00 p.m. - Happy Hour & Golf