A Message from the Fiduciary Focus Team

2020 Fiduciary Focus Conference has been cancelled.

 

It was a difficult decision, but safety is our top priority. We sincerely apologize for any inconvenience this may cause you and your team. Our team is available anytime to answer questions, comments, or concerns. Visit our contact page to reach us. 

Conference Schedule Curated for Fiduciaries 

Fiduciary Focus Conference provides valuable insights to retirement plan fiduciaries and support staff. Our focus is on you, the people responsible for delivering results for your participants and companies. The conference agenda is specifically curated to help you gain the most valuable information to guide your journey as a fiduciary.

Below is a sample Fiduciary Focus Conference schedule.

3:40 p.m. - 4:30 p.m.

Fiduciary Focus Conference Schedule

Thursday, May 7th
Friday, May 8th

Lunch Buffet for All Attendees

11:30 a.m. - 12:15 p.m.

Windsor Room

Breakfast for All Attendees

7:30 a.m. - 8:00 a.m.

Heidelberg/St. Moritz Room

Welcome

12:20 p.m. - 12:30 p.m.

Heidelberg/St. Moritz Room

Cody Mendenhall, CFP®, Pension Consultants, Inc.

Join us as Mr. Cody Mendenhall, CFP®, executive director of Pension Consultants, Inc., kicks off the conference in welcome sentiments.

Market Update 

8:00 a.m. - 8:50 a.m.

Heidelberg/St. Moritz Room

 In this session, Mr. Lebovitz will review the current state of the global economy, touching on growth, inflation, and the outlook for monetary policy. He will then discuss how this backdrop will impact various asset classes, before concluding with comments on volatility and diversification.

David Lebovitz, JPMorgan Asset Management

The Focus of Fiduciary: Rewarding Retirement

12:30 p.m. - 1:20 p.m.

Heidelberg/St. Moritz Room

Chris Thixton, QPA, C(k)P®, Pension Consultants, Inc.

The role of retirement plan fiduciary is challenging, yet important and honorable. Mr. Thixton will walk you through the duties of a fiduciary and offer insights to help you effectively manage and measure your plan. He will empower you to KNOW whether your participants are on track to retire on time with dignity, and what you can do to put them there.

Capital markets continue to evolve while retirement plan investment lineups continue to stay the same. It’s essential for a plan’s investment lineup to add value. This session addresses how to construct an investment lineup designed to provide results. We will review how investment lineup design can help plan participants, the ideal building blocks for a plan’s lineup, and what fees you should consider.

Jennifer DeLong, AllianceBernstein

Heidelberg/St. Moritz Room

1:30 p.m. - 2:20 p.m.

Fiduciary Best Practices for Investment Lineup Construction

Conference Faculty Panel Discussion

10:00 a.m. - 10:50 a.m.

Heidelberg/St. Moritz Room

Conference Faculty with Special Guest, Jim Purcell from the Department of Labor

This panel session will be a great opportunity to interact directly with our expert panel and ask them plan-specific questions or any questions you had during the conference sessions.

Day 2 - Focus on Administration

New Plan Legislation

9:00 a.m. - 9:50 a.m.

Lisa Van Fleet, JD, Bryan Cave Leighton Paisner, LLP

The SECURE Act is the first major retirement plan legislation since 2006. Learn about its provisions and how it will affect your plan.

Heidelberg/St. Moritz Room

Fees Paid by the Plan

2:30 p.m. - 3:20 p.m.

Heidelberg/St. Moritz Room

Tom Kmak, Fiduciary Benchmarks

It is a fiduciary requirement that you pay no more than “reasonable” fees to each of your plan’s service providers. This session will help you understand the legal requirements of this fundamental principle of ERISA and why “fees without value” is a meaningless comparison.

Employee Retirement Readiness

Sue Walton, Capital Group/American Funds

Maximizing defined contributions plans to seek better outcomes for participants. With declining pension benefits and increased longevity, plan sponsors are looking to help participants make progress towards a successful retirement. This session will provide an overview of industry trends and the levers that plan sponsors can pull to pursue better retirement outcomes for participants.

5:00 p.m. - 6:15 p.m.

Pool Courtyard

Fiduciary Roundtable Discussion

11:00 a.m. - 11:50 a.m.

Milan Venice Room/Innsbruck Room

Conference Faculty

Fiduciaries like you will discuss the day-to-day fiduciary job role, how to successfully manage the plan, and, most importantly, how to impact positive outcomes for the plan and its participants.

 

This is a great opportunity to learn from, and network with, individuals who share the same goals and responsibilities you have. You will get the opportunity to have an open discussion, and ask any question you have about the keys to success as a fiduciary.

Heidelberg/St. Moritz Room

Networking Reception

Join us for complimentary networking reception with hor d'oeuvres and cocktails.

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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