Join us at the 401(k) Fiduciary Summit

Harris is proud to be a sponsor of this annual event for plan sponsors, hosted by our colleagues at Freedom Fiduciaries! Their distinguished lineup of speakers includes representatives from the Department of Labor, who will provide crucial regulatory updates, and Bradford Campbell, former Secretary of Labor under President Bush, to share his expertise and insights. Finally, there will be panel discussions and a fiduciary training by industry leaders. This in-person event is offered in both Meridian and Boise. Use the promo code “Freedom401k” to waive all registration fees and attend for free!

You’ll learn more about:

  • Plan Fiduciary Duties
    • A review of the roles and responsibilities of an ERISA fiduciary, as well as tips to assist you in meeting those responsibilities.
  •  Data & Cyber Security
    •  Plan data is a valuable asset for hackers, explore ways you can safeguard your participants’ data.
  • Plan Management
    • Enjoy a wide range of topics including overall plan management, SECURE 2.0, payroll integration, fee benchmarking, investment due diligence, ERISA trends, and more.

About the Summit

The 401(k) Fiduciary Summit® was founded in 2018 and has since hosted thousands of plan sponsors and industry professionals across the country. The event was established to provide a platform focused on retirement plan industry updates and offering straightforward solutions to complex issues. Whether you’re a seasoned industry veteran or new to your role, their aim is to ensure that you walk away with valuable insights that are easy to implement.

To Register

To learn more about the event, explore the detailed agenda, and secure your spot, please visit their event website at:

Experience Fiduciary Freedom® (401kfiduciarysummit.com)

Date

Sep 12 - 14 2023
Expired!

Time

8:00 am - 6:00 pm

Cost

$49.00
Category

Organizer

Freedom Fiduciaries
Freedom Fiduciaries
Phone
(208) 900-4331
Email
info@freedomfiduciaries.com
Website
https://freedomfiduciaries.com/