ERISA Summit® - Bakersfield

The ERISA 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.

We are delighted to invite you to the ERISA Summit™ in Bakersfield, CA! This event is tailored specifically for retirement plan sponsors, CPAs, and TPAs, providing an opportunity to come together for a lunch 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.

Registration for the event includes the following benefits:

• Access to engaging keynote presentations by industry leaders.

• Interactive workshops covering a wide range of retirement plan topics.

• Networking opportunities with professionals in similar roles.

• Complimentary lunch and refreshments during the event.

• Exclusive resource materials and takeaways to support your plan.

Join us at the ERISA Summit™ to gain invaluable knowledge and connections to drive the success of your retirement plan.

• Plan Sponsors

• Human Resources

• CFO’s

• TPAs

• CPAs

• Department of Labor Auditor Update with Q/A

• Fee Benchmarking and Investment Analysis

• Retirement Recordkeeping Trends and Update

• 3(16), 3(21) and 3(38) Fiduciary Update

LUNCH - Please join us for lunch to kick-off the event

WELCOME AND OPENING REMARKS - Welcome everyone and discuss the agenda

HOT TOPICS - We will sort through a variety of best practices and industry insights. Investments - Fiduciary Roles - Plan Administration - Plan Sponsor Trends – Fee Benchmarking – Fiduciary Duties

Host or Publisher 401(k) Fiduciary Summit