2024 Plan Sponsor Fiduciary Summit

Please join us on May 21, 2024 from 10:00 a.m. - 3:00 p.m. for the 2024 Employer Plan Fiduciary Summit to learn, network with peers, and earn CE credit (SHRM, CPE, CLE will be applied for). This event will be held at West48 Conference Center, 1601 48th Street, #100, West Des Moines, Iowa.

Topics include:

• Fiduciary 101
• IRS/DOL Current Priorities
• Fiduciary Breach Case Law Update
• Legislative and Regulatory Update / SECURE 2.0 & More
• Audit: Best Practices, Auditor RFP, & Common Errors
• Industry Trends, PEP's, CIT's & More
• Employee Engagement Panel

Hosted by:

• Cindy Lande, Attorney, BrownWinick Law Firm
• Eric Obergfell, Director of Plan Consulting, Midwest Region, Strategic Retirement Partners
• Dan Montgomery, Director of Business Development, Forge Financial & Management Consulting

REGISTRATION

AGENDA