2025 Plan Sponsor Fiduciary Summit

The 2025 Plan Sponsor Fiduciary Summit was co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We featured Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory.

This exclusive event brought together experienced professionals to share guidance on key fiduciary topics. This unique opportunity deepened knowledge of fiduciary fundamentals and advanced issues, and offered a chance to connect with fiduciary peers, and earn CE credit.

Agenda

• Lessons from Litigation: Risks & Risk Mitigation in the Current Climate
• What Exactly is “Financial Wellness”? Pros and Cons of Adding “Financial Wellness” Options to Your Benefits Programs
• Medical Captives – Is it the Right Solution for Your Organization?
• Preparing for a Plan Audit: Identifying DOL Hot Buttons & Avoiding Common Mistakes
• SECURE 2.0 Update: The Good, The Bad, & The Optional
• Fiduciary Focus: Co-Fiduciary Liability, PEPs: The Up in Coming Retirement Plan Solution, & Cybersecurity
• Spotlight on Investments: CITs 101 for Plan Fiduciaries
• “Asking for a Friend”
• Q&A / Wrap Up

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