Save the Date! 

2020

Fiduciary Focus

Branson, MO
07 - 08 May 2020

What's New?

2020 Fiduciary Focus Dates Added
07 -08 May 2020

Since 1996, Pension Focus Conference has been the premier educational experience for plan sponsors, giving fiduciaries valuable insight on how they can successfully execute their duties and responsibilities. This year, we’re putting the full focus on those who take on the important roles of plan oversight and administration.  

 

Pension Focus Conference is now Fiduciary Focus Conference!

 

As fulfillment of regulatory requirements becomes a standard part of managing retirement plans, fiduciaries have an increasing understanding of how to handle those requirements. However, these same fiduciaries are missing the information they need to understand whether or not they are providing a good plan for their employees.  

 

Our focus is on you, the plan fiduciaries who want to get the best results for their participants, and who want confidence in the plan they are providing.

 

In addition to full-group sessions, this year’s conference will include workshop-style sessions that feature industry experts who work with fiduciaries like you every day. They’ll talk about how your role as a fiduciary impacts your plan’s performance, break down the different areas of plan performance, and explain how fiduciaries can gain confidence that the plans they oversee are ahead of the curve! 

 

The conference agenda will feature more direct interaction, including four breakout sessions, an industry trends discussion, mock fiduciary scenarios, and an industry expert interview session!

 

View conference agenda and speaker bios now!

 

About Fiduciary Focus

About the Organization

Pension Focus is a non-profit Public Benefit Corporation with the exclusive purpose of informing individuals engaged in the retirement plan industry. The organization educates fiduciaries, plan sponsors, administrators, accountants, and record keepers with respect to the creation, management, maintenance, and performance of qualified retirement plans. 

Conference Objectives

Fiduciary Focus Conference provides valuable insight to retirement plan fiduciaries and support staff about how they can deliver good plans for their employees. At Fiduciary Focus Conference, attendees will gain extensive knowledge from industry experts on how to manage every aspect of an outstanding retirement plan.  Fiduciary Focus Conference offers intermediate-level information in a group-live setting. There are no prerequisites required to attend, and no advanced preparation needed. To learn more about past conferences and how to register, please contact Amber Mueller, Conference Coordinator, for more information!

 
 
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Continuing Education

There are typically eight hours of continuing education credits available for the National Association of State Boards of Accountancy (NASBA), Certified Financial Planner® (CFP®), Arkansas Judiciary-Office of Professional Programs Continuing Legal Education (Arkansas CLE), Missouri Judiciary-Office of Professional Programs Continuing Legal Education (Missouri CLE), and the American Society of Pension Professionals & Actuaries (ASPPA). Check back for confirmation once the programs are finalized and approved. 

 

This conference is typically approved for 6 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Check back for confirmation once the programs are finalized and approved. 

 

NASBA Official Registry 
Pension Focus 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

 

Speakers

Below are 2019's speakers. 2020 will be released soon! Sign up for our email list to get all conference updates here. 
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E. Thomas Foster, Jr.

National Spokesperson, Workplace Solutions

MassMutual

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Rui Yao, PhD

Professor of Personal Finance, Head of Finance Department

University of Missouri

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Felicia Finston, JD

Principal

Wilkins Finston Friedman Law Group LLP

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Eric Namee, JD

Member

Hinkle Law Firm

Chris Thixton, QPA

Principal

Pension Consultants, Inc.

 

Conference Agenda

 
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Past Conference Agendas
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RSVP

Get registered for Fiduciary Focus today!

Conference Details

Payment and Contact Details
07-08 May 2020
Payment Instructions

Registration to be announced later 2019!

 

Group Rates
When 3 or more registrants from the same organization register at the same time, a $35 discount will be applied to each registration. Please contact info@pensionfocus.org or (417) 889-4918 for questions regarding the group discount. 

 

Refunds
Full registration (less a $35 processing fee) will be refunded if written cancellation is received by April 19, 2019. After April 19, 2019, no refunds will be given.

 

Additional Conference Registration Policy
To qualify for the additional participant rate, additional participants must be from the same company and all registration forms must be submitted together (or appended to the original registration) with payment by the early registration deadline of April 5, 2019.

 

To Pay by Check
Mail checks to: Pension Focus, 300 S. Campbell. Ave., Springfield, MO 65806. Please note the name(s) of the attendee(s). Checks must be received prior to the Early Bird cutoff date to receive the discount. 

 

To Pay by Plan Assets
You may also pay by Plan Assets upon administrative approval. To do so, please print off your confirmation as an invoice and provide it to your record keeper for payment to Pension Focus.

 

Contact Information

For questions or comments regarding Fiduciary Focus Conference, please contact Amber Mueller, Conference Coordinator, at info@pensionfocus.org or  (417) 889-4918

 

 

 

Hotel Information

Chateau on the Lake

415 North State Highway 265

Branson, MO 65616

(888) 333-LAKE (5253)

www.chateauonthelakebranson.com

 

Chateau on the Lake has modern services and amenities that blend with classic old-world opulence in the beautiful castle in the Ozarks. From the moment you step into the stunning 10-story atrium lobby, you will experience the level of luxury and professional service that makes Chateau on the Lake such an exceptional destination resort spa and convention center.

 

Call 1-888-333-5253 and ask for the Fiduciary Focus special room rate. 


 

ATTN: Fiduciary Focus Conference

Pension Focus

300 South Campbell Ave. 

Springfield, MO 65806

Tel: 800.234.9584

Email: info@fiduciaryfocusconference.org

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