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Conference Topics

Fiduciary Focus Conference provides valuable insights to retirement plan fiduciaries and support staff about how to deliver good plans. All topics are picked with the fiduciary decision-making process in mind. These are the crucial areas that drive success for a plan and its participants.

Learn to Deliver a Good Plan

The components of a plan designed to generate results for participants.

Plan Fees

Standards for managing plan fees and the impact they have on a plan and participants.

Investments

The dynamics of overseeing a plan’s investment lineup.

ERISA Legal Landscape

ERISA attorneys’ perspectives, with case studies.

Market Update

The investment marketplace as it stands today.

DOL Insights

Hear from the Department of Labor on regulations.

Retirement Readiness Success

How to put participants on track for retirement, and how to measure if they’ll be ready. 

Fiduciary Scenario Workshops

Interact with plan experts to discuss your plans and how to achieve results. 

Conference Presenters

Chris Thixton

Pension Consultants, Inc.

Principal

Springfield, MO

Jennifer DeLong

Managing Director, Head—Defined Contribution

AllianceBernstein

New York, NY

Tom Kmak

CEO & Co-Founder

Fiduciary Benchmarks

Phoenix, AZ

Sue Walton

SVP, Senior Retirement Strategist

Capital Strategies/American Funds

Chicago, IL

David Lebovitz

Global Market Strategist

J.P. Morgan Asset Management

New York, NY

Jim Purcell

Regional Director

Department of Labor

Kansas City, MO

Lisa A. Van Fleet

Employee Benefits and Executive Compensation Client Service Group

Bryan Cave Leighton Paisner LLP

St. Louis, MO

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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