• 25 Guests

    Limited Attendance
  • Date

    June 19, 2024
  • Polo Grill

    Tulsa
  • National Speakers

    Timely and Relevant

ABOUT THE 401(k) FIDUCIARY SUMMIT®

Retirement Plan Trends, Tips and Updates

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.

WHO SHOULD ATTEND?

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

EVENT TOPICS

  • 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

EVENT OVERVIEW

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.

ADDITIONAL DETAILS

  • 1 Hours CPE/CPA: Finance: .5 Hours & Personnel/Human Resources: .5 Hours
  • Field of Study: Finance & Personnel/Human Resources
  • Prerequisites: Basic knowledge retirement plans
  • Who Should Attend: Advisors, Human Resources, CPA’s, CFO’s, Plan Sponsors, TPA’s and others are welcome
  • Advanced Preparation: None
  • Program Level: Overview
  • Delivery Method: Group Live
  • Refunds and Cancellations: Requests for refunds must be received
    by June 15, 2024. No refunds will be granted after June 15, 2024.For more information regarding refund, concerns, and/or program
    cancellation policies please contact our offices at hello @ 401kfiduciarysummit.com

CPE: 401(k) Fiduciary Summit® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

Event Details

Date: June 19, 2024

Time: 11:30am to 1:00pm

Venue: Polo Grill- 2038 Utica Square, Tulsa, OK 74114

CE Credits: 1 CPE Credits – Finance: .5 Hours & Personnel/Human Resources: .5 Hours

Register for the Tulsa Summit