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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 Rewarding Retirement

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

Market Update

The dynamics of overseeing a plan’s investment lineup.

The investment marketplace as it stands today.

ERISA Legal Landscape

DOL Insights

ERISA attorneys’ perspectives, with case studies.

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. 

2021 Presenter Lineup So Far...

Committed to

2021 Fiduciary Focus!

Jennifer DeLong

Managing Director, Head—Defined Contribution

AllianceBernstein

New York, NY

Committed to

2021 Fiduciary Focus!

Lisa A. Van Fleet

Partner

Bryan Cave Leighton Paisner LLP

St. Louis, MO

Committed to

2021 Fiduciary Focus!

Sue Walton

SVP, Senior Retirement Strategist

Capital Strategies/American Funds

Chicago, IL

Committed to

2021 Fiduciary Focus!

Tom Kmak

CEO and Co-Founder

Fiduciary Benchmarks 

Phoenix, AZ

JPMAM committed to

2021 Fiduciary Focus!

David Lebovitz

Global Market Strategist

J.P. Morgan Asset Management

New York, NY

Committed to

2021 Fiduciary Focus!

Chris Thixton

Pension Consultants, Inc.

Principal

Springfield, MO

Committed to

2021 Fiduciary Focus!

Jim Purcell

Regional Director

Department of Labor

Kansas City, 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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