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2020 Virtual Fiduciary Summit

2020 Virtual Fiduciary Summit

Thursday, October 29, 2020

11:00a - 1:00p MST

Virtual Event


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. 

Event Registration

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