2024 Albany Fiduciary Summit
July 24, 2024
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 and an afternoon of races!
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
9:00 a.m. - Breakfast & Sign-In
9:30 - 9:45 a.m. - Introductions & Opening Remarks
9:45 - 10:45 a.m. - Overview of Fiduciary Responsibilities and Best Practices
10:45 - 11:00 a.m. - What is an Efficient Menu, and Do you have the right QDIA?
11:00 - 11:30 a.m. - Health & Welfare 2024 Update
11:30 - 11:40 a.m. - Break
11:45 - 12:15 p.m. - Solving for Group Plan Shortfalls with Non-qualified Plans
12:15 - 12:45 p.m. - Financial Wellness - What Employees Need Help with and How to Engage Them
12:45 - 1:00 p.m. - DEI in Retirement
1:00 - 5:00 p.m. - Happy Hour & Races!