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.
Standards for managing plan fees and the impact they have on a plan and participants.
The dynamics of overseeing a plan’s investment lineup.
The investment marketplace as it stands today.
ERISA Legal Landscape
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
Jennifer DeLong is a Senior Vice President and a Managing Director and Head of Defined Contribution, responsible for leading AB’s business development strategy for defined contribution plans in North America. This includes the firm’s approach to the intermediary-driven small-to-midsize plan market and the megasize institutional plan market. She is responsible for product management and development, marketing, and participant communications, as well as client services for institutional custom target-date clients. She is also the President of the AB Trust Company which is the trustee of the firm’s Collective Investment Trust investment products.
Managing Director, Head—Defined Contribution
New York, NY
Sue Walton is a senior retirement strategist at Capital Group, home of American Funds. She has 21 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Sue was a director at Towers Watson Investment Services. Before that, she was an investment consultant at Mercer Investment Consulting and Ellwood Associates. She holds an MBA from DePaul University with a concentration in finance and a bachelor’s degree in business administration, economics and international business from Marquette University. Sue is based in Chicago.
SVP, Senior Retirement Strategist
Capital Strategies/American Funds
David M. Lebovitz, executive director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.
David first joined J.P. Morgan in 2010. Prior to joining the firm, he was a Research Analyst at Kobren Insight Management.
David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.
Global Market Strategist
J.P. Morgan Asset Management
New York, NY
Lisa A. Van Fleet
Lisa Van Fleet is a member of the firm's Employee Benefits and Executive Compensation Client Service Group. She counsels clients, including tax-exempt organizations, with respect to qualified and nonqualified retirement plans, welfare and fringe benefit plans, and deferred and equity-based compensation. She has designed and implemented strategies for integration of employee benefit plans in mergers, acquisitions, and similar corporate transactions. Ms. Van Fleet has defended clients in connection with Internal Revenue Service and Department of Labor audits of employee benefit plans and represented clients seeking rulings and exemptions from their national offices.
Bryan Cave Leighton Paisner LLP
St. Louis, MO
Tom is responsible for setting the Vision and Strategy for Fiduciary Decisions and for the allocation of resources and metrics (including financials) that reinforce the achievement of that Vision and Strategy. Tom is also Fiduciary Decisions' primary contact for Recordkeepers.
CEO and Co-Founder
Pension Consultants, Inc.
Mr. Chris Thixton started with Pension Consultants, Inc. (PCI) in 1995. Since then, Chris has used his passion and skill set to educate clients, plan sponsors, and fiduciaries on how to deliver a top-performing retirement plan.
Chris created, developed, and implemented a wide variety of systems that have improved clients’ retirement plans. He pioneered the firm’s vendor research system, which includes a robust service-provider comparative analysis. He also developed the firm’s investment search methodology, and created the QP Review® which expanded into PCI’s proprietary compliance service for clients.
Department of Labor