401(k) Fiduciary Summit® - Tulsa

The 401(k) Fiduciary Summit™ was founded in 2018 and has since hosted thousands of plan sponsors and industry professionals across the country. The event was established to provide a platform for sharing industry updates and offering straightforward solutions to complex issues in our field. Whether you're a seasoned industry veteran or new to your role, our aim is to ensure that you walk away with valuable insights that are easy to implement.

CE Credits: 1.0 CPE Credits – Finance: .5 Hours & Personnel/Human Resources: .5 Hours

We are delighted to invite you to the 401(k) Fiduciary Summit® Series in Tulsa! This event is tailored specifically for advisors, retirement plan sponsors, CPAs, and TPAs, providing an opportunity to come together for a meal and workshop focused on all aspects of retirement plans.

We have assembled a lineup of specialists from the retirement plan industry who will share valuable ideas, insights, and actionable items to enhance retirement plans.

Join us at the 401(k) Fiduciary Summit® to gain invaluable knowledge and connections to drive the success of your retirement plan.

• Financial Advisors
• Plan Sponsors
• Human Resources
• CPAs
• CFOs
• TPAs

• ERISA Regulatory Update
• How to embrace technology and the ever-changing landscape to grow your wealth practice
• Participant Engagement
• Retirement Recordkeeping Trends and Update
• Investment Update

MEALS – Lunch

WELCOME AND OPENING REMARKS – Welcome everyone and discuss the agenda

EVENT TAKEAWAYS

• How to embrace technology and the ever-changing landscape to grow your wealth practice.
• Discover how to maximize participant engagement.
• Investment and market update.
• Understand the roles and responsibilities of a retirement plan.
• Identify areas of liability and ways to address each of them.
• Recognize how regulatory changes impact your retirement plan.
• Tangible methods to improve plan operations and administration.

Host or Publisher 401(k) Fiduciary Summit