Dallas, TX – June 25
Join us for an in‑depth discussion on the essential components of meeting the fiduciary standard in health & welfare plans including prohibited transaction considerations, the case for building a high‑performance culture, and the Total Rewards Maturity Model powered by AI and automation. We will also explore current trends and emerging topics shaping today’s retirement plan landscape.
You will have the opportunity to hear insights from an experienced ERISA attorney, CPA, and Department of Labor investigator.
Attendees will be eligible for 6 hours of CPE, SHRM, HRCI, and Payroll RCH Credits. Breakfast and lunch will be provided. To view the full agenda, please click the link below:
Agenda – Summit’s Annual Employee Benefits & Compensation Forum – Dallas
Please feel free to reference or print out your own copy of the presentation materials for each presentation, which may be found below:
© 2026 All Rights Reserved.
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which theyare properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
