Fiduciary Summit RSVP

You’re invited to join us for an engaging and practical Fiduciary Summit on Thursday, October 8th, designed specifically for plan sponsors, HR leaders, and those responsible for overseeing workplace retirement plans.

In today’s rapidly evolving environment, fiduciaries are facing increased complexity, heightened scrutiny, and new opportunities to better serve participants. This session will provide clear, actionable insights to help you confidently navigate your responsibilities and stay ahead of emerging trends.

During this session, we will cover:

• Fiduciary Misconceptions: Common misunderstandings that can expose plans to unnecessary risk—and how to avoid them
• Emerging Trends in Retirement Plans: What we’re seeing across the industry, including developments in “Trump Accounts,” ABLE accounts, and college savings strategies
• What This Means for You: Practical considerations and steps you can take to strengthen your plan oversight and participant outcomes
• Roundtables: The ability to learn from you peers around what they are doing to engage their participants

This will be an interactive session with time for discussion, questions, and peer insights

We hope you can join us for what promises to be an informative and valuable discussion.

Please RSVP by October 1 to reserve your spot

Date:

Thursday, October 8, 2026

Time:

Time: 9:00 AM - 12:00 PM

Coffee Barista will be available from 7:45-9:00 AM along with a light breakfast. Boxed lunches will also be available.