2026 Plan Sponsor Fiduciary Summit

Please join us on May 20, 2026, from 10:00 a.m. – 2:45 p.m. (followed by a Happy Hour from 2:45 p.m. – 3:45 p.m.) at the West48 Conference Center for the 2026 Plan Sponsor Fiduciary Summit!

This summit is hosted by Strategic Retirement Partners, Forge Financial & Management Consulting, and BrownWinick.

Topics include:

• Fiduciary 101 and Case Studies
• Fiduciary Governance and Documentation
• IRS/DOL: Current Priorities
• Legislative Updates & Regulatory Landscape
• Fiduciary Breah Case Law Update
• Plan Audit Best Practices and Recent Developments
• Plan Errors, Corrections to Fix Them & Controls to Prevent Them
• Market Update
• AI in Employee Benefit Plan Administration

CE Credit Available: SHRM, CPE, CLE, PSCA
Lunch will be provided and happy hour to follow until 3:45 p.m.