Join us on Tuesday, May 7th from 8am to Noon at the Ironlight in Lake Oswego!

What we’ll cover

Plan sponsors play life-changing roles for their employees. We organized this event to share our tools and strategies so you can offer stronger retirement options. Expand on the below for more details.

  • Regardless of whether you are becoming an ERISA fiduciary for the first time, or you have been one for a long time, fiduciary training is important to the success of your retirement plan. This session will explain more about who is a fiduciary under ERISA and what obligations attach once you are a fiduciary.

    Attendees at this session can expect to learn:

    • Who is a fiduciary under ERISA?

    • Obligations of an ERISA fiduciary and why that matters to you

    • Ways to meet your fiduciary obligations and how you can partner to gain efficiencies

    • Action items for plan sponsors to take action and get ahead today

  • Retirement plans are complicated. They require an understanding of the legal and regulatory landscape that is constantly changing and growing in complexity. Join this session with Eve Bell and ERISA attorney Bonnie Treichel to focus on the most common retirement plan errors that arise when plan document operations don’t align with the retirement plan document. This presentation won’t just cover the problems though; they will also address practical solutions for fixing these problems and how to avoid them again in the future! The presentation will be interactive and will address your questions throughout.

    Attendees at this session can expect to learn:

    • What is the retirement plan document and what obligations plan sponsors have to maintain their document(s)

    • Top 5 common errors related to retirement plan document compliance

    • Options plan sponsors have to correct retirement plan errors under the IRS correction scheme

  • One key component of retirement plan management is facilitating benchmarking and due diligence both on a plan level and individual investment options.

    2022 and 2023 provided years of market volatility which impacts and influences this process of benchmarking plans and reviewing investments. This presentation looks to take a deeper dive into how plan sponsors can effectively benchmark their plans and the investments inside the plans and uphold their fiduciary duty to their employees.

    Andrew Nelson, director of business development at Human Investing, we will walk plan sponsors through:

    • What impactful benchmarking looks like

    • Case studies of retirement plan committee decision making

    • Templates for how to implement this on a go forward basis

Earn continuing education credits

  • 1.5 CE for SHRM

  • 1 CE for CPA

Our live event speakers

BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT

Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings.

ANDREW NELSON, AIF, MBA・MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT・HUMAN INVESTING

Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.

EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING

Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.