2024 Pasadena Fiduciary Summit

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 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

11:30 a.m. - Lunch & Sign-In 

12:15 - 12:30 p.m. - Introductions & Opening Remarks

12:30 - 1:00 p.m. - Overview of Fiduciary Responsibilities and Best Practices

1:00 - 1:30 p.m. - Fiduciary Process for Health Plans 

1:30 - 2:00 p.m. - Solving for Group Plan Shortfalls with Nonqualified Plans

2:00 - 2:15 p.m. - Break

2:15 - 2:45 p.m. - Best Practices for Optimizing Employee Outcomes

2:45 - 3:00 p.m. - Fee Benchmarking 

3:00 - 3:15 p.m. - Total Rewards

3:15 - 3:45 p.m. - Happy Hour