Tulsa, OK – June 9
Oklahoma City, OK – June 10
Dallas, TX – June 25
Join us for an in‑depth discussion on the essential components of meeting the fiduciary standard, including prohibited transaction considerations, the case for building a high‑performance culture, and the Total Rewards Maturity Modelpowered by AI and automation.
We will also explore current trends and hot topics shaping today’s retirement plan landscape, alongside 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 (pending).
Breakfast and lunch will be provided.
This event has been funded in part by AllianceBernstein, American Century, CNR, Fidelity, Franklin Templeton, FT Apex, Guardian, JPMorgan, MetLife, MFS, Neuberger Berman, Nuveen, PGIM, PIMCO, Principal, and SEI.
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