401(k) Fiduciary Summit – Portland

Details
Date:

March 10

Time:

11:30 am - 05:00 pm

Event Category:

Processors PA

Click to Register: https://www.eventbrite.com/e/401k-fiduciary-summit-portland-tickets-85747399781
Organizer

401(k) Fiduciary Summit

Website: https://www.eventbrite.com/o/401k-fiduciary-summit-18085792504

Thank you for your interest in the 401k Fiduciary Summit. I created the first summit in 2018 and my goal was to host a regional event that brings national value! The sponsors and I are excited for what we have put together for the 2020 summit and I hope you can join us. Please feel free to share this with anyone you think would benefit.

Shane Hanson – Voya Retirement

 

 

ABOUT THE 401(K) FIDUCIARY SUMMIT

Retirement Plan Trends and Updates

CE Credits: AIF®, C(k)P®, AIFA®, PPC® and SHRM-CP®

We are excited to extend an invitation to the 401(k) Fiduciary Summit in Portland, OR! The event is designed specifically for retirement plan sponsors, financial advisors, consultants, CPAs, and TPAs to gather together for a half day workshop for all things retirement plans.

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.

Registration to the event includes the following:

  • Event Ticket
  • Gift Bag
  • Lunch
  • CE: AIF®, C(k)P®, AIFA®, PPC® and SHRM-CP®

 

WHO SHOULD ATTEND?

  • Plan Sponsors
  • Financial Advisors
  • Consultants
  • TPAs
  • CPAs

 

EVENT TOPICS

  • DOL Auditor Update with Q/A
  • Retirement Recordkeeping Trends and Update
  • ERISA Regulatory Update
  • 3(16), 3(21) and 3(38) Fiduciary Update
  • Managed Accounts
  • Investment Panel
  • HSA and Student Loans
  • Social Responsible Investments

EVENT OVERVIEW

REGISTRATION

Please join us for registration and a networking lunch

 

WELCOME AND OPENING REMARKS

Welcome everyone and set expectations for the day.

 

ERISA REGULATORY UPDATE

RECORDKEEPING AND INDUSTRY TRENDS

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.

MANAGED ACCOUNTS AND MARKET TRENDS WITH MORNINGSTAR

HSA’S AND STUDENT LOANS WITH VOYA

DOL AUDITOR 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.

RETIREMENT PLAN TRENDS WITH JANUS HENDERSON

 

SOCIAL RESPONSIBLE INVESTMENTS WITH DFA

 

TARGET DATE PANEL WITH FIDELITY, BLACKROCK AND PIMCO

Leave a Reply