2024 Richmond Fiduciary Summit
November 6, 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!
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
12:00 - 12:15 p.m. - Introduction to Retirement Plan University
12:15 - 12:45 p.m. - Overview of Fiduciary Responsibilities and Best Practices
12:45 - 1:15 p.m. - Understanding Plan Fees and Their Evolution
1:15 - 1:45 p.m. - Target Date Fund Suitablity
1:45 - 2:00 p.m. - Break
2:00 - 2:30 p.m. - Secure 2.0 ERISA Update
2:30 - 3:00 p.m. - Financial Wellness - What Employees Need Help with and How to Engage Them
3:00 - 3:30 p.m. - Solving for Group Shortfalls to Attract and Retain Talent
3:30 - 4:00 p.m. - Employee Benefits
4:00 - 4:30 p.m. - Ask the Experts - Panel Discussion
4:30 - 5:00 p.m. - Happy Hour