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2024 Plan Sponsor Fiduciary Summit

Please join us on Tuesday May 21, 2024 from 10:00 a.m. to 3:15 p.m. at the West 48 Conference Center for the 2024 Plan Sponsor Fiduciary Summit. This summit is hosted by Strategic Retirement Partners, Forge Financial & Management Consulting, and BrownWinick Law Firm.

Topics include: 
  • Fiduciary 101
  • IRS/DOL: Current Priorities
  • Fiduciary Breach Case Law Update
  • Legislative Update - Secure 2.0 Update
  • Cybersecurity: Best Practices, Stories & Trends
  • Audit: Best Practices, Auditor RFP, Operational Errors
  • Industry Trends - PEP's, CIT's, & More
  • Employee Engagement Panel
  • Q&A

CE Credit Available: SHRM, CPE, CLE, PSCA
Lunch will be provided and happy hour to follow until 4:15 p.m.


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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Strategic Retirement Partners, Global Retirement Partners, and LPL Financial are separate entities from BrownWinick Law and Forge Financial. Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.  

 

Any Credit Needed?