2025 Anaheim Fiduciary Summit
Summit Event
Retirement Plan University’s Fiduciary Summit brings together finance and human resources executives, business owners, and plan fiduciaries. Local experts will lead a discussion of best practices and strategies for improving and protecting retirement plan outcomes, including ways to maximize the value of your organization’s plan.
Plus:
Join us after the training sessions for a happy hour and Angels baseball game!
Earn CE Credits
Earn 4 Hours of SHRM CE General Credits
Earn 4 Hours of HRCI Credits
Fiduciary Responsibilities
ERISA Standards of Care
Optimizing Employee Outcomes
Trends in Total Rewards & Compensation
Schedule
Time |
Subject |
|---|---|
12:00 p.m. |
Lunch & Sign-In |
12:30 - 12:45 p.m. |
Introductions & Opening Remarks |
12:45 - 1:15 p.m. |
ERISA 101 – Health & Retirement Plans |
1:15 - 1:45 p.m. |
Mitigating Fiduciary Risk |
1:45 - 2:00 p.m. |
Break |
2:00 - 2:30 p.m. |
Optimizing Employee Outcomes |
2:30 - 3:00 p.m. |
Panel of Experts |
3:00 - 3:15 p.m. |
Break |
3:15 - 3:45 p.m. |
Trends in Total Rewards & Compensation |
3:45 - 4:15 p.m. |
Recruiting & Retaining Talent |
4:15 - 5:00 p.m. |
Closing Remarks & Evaluation Forms |
5:30 p.m. |
Happy Hour at Angel Stadium |
6:38 p.m. |
Angels Game! |