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Conference Schedule

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.

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.

The Focus of Fiduciary: Providing a Good Plan

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

Heidelberg/St. Moritz Room

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

As a fiduciary you want a good plan for your employees, but is your plan good enough?  The industry shares a lot of information, but is your plan management focused on the things that really matter? Join us for this eye-opening session, where we will question the currently accepted ideas of a “good plan,” and examine what critical areas of the plan you should be measuring.

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.

Jennifer DeLong, AllianceBernstein

Heidelberg/St. Moritz Room

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

Plan's Investment Lineup 

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

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

Heidelberg/St. Moritz Room

Sue Walton, Capital Group/American Funds

The purpose of a defined contribution plan is to help employees prepare for retirement. Learn what plan sponsors can do to help their participants succeed.

Networking Reception

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

Pool Courtyard

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

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

Thursday, May 7th
Friday, May 8th

2020 Fiduciary Focus Conference Schedule

Market Update 

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

Heidelberg/St. Moritz Room

Markets are at record levels. Hear insights from one of the industry’s leading experts.

David Lebovitz, JPMorgan Asset Management

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.

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.

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

Heidelberg/St. Moritz Room

Schedule Subject to Change

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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Fiduciary Focus Conference is proudly sponsored by