2025 Saratoga 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.
Join us after the training sessions for an afternoon of races!
Earn CE Credits
Earn 4 Hours of HRCI and SHRM CE General Credits
Fiduciary Responsibilities
Mitigating Fiduciary Risk
Trends in Total Rewards & Compensation
Schedule
Time |
Subject |
|---|---|
8:30 a.m. |
Breakfast & Sign-In |
9:00 - 9:15 a.m. |
Introductions & Opening Remarks |
9:15 - 10:00 a.m. |
Overview of Fiduciary Responsibilities & Best Practices |
10:00 - 10:45 a.m. |
Health & Welfare 2025 |
10:45 - 11:15 a.m. |
Panel Discussion |
11:15 - 12:00 p.m. |
Break |
12:00 - 12:30 p.m. |
From Secrets to Strategy: The Changing Landscape of Compensation |
12:30 - 12:50 p.m. |
ABCs of Retirement – Interactive Session |
12:50 - 1:00 p.m. |
Closing Remarks & Evaluation Forms |
1:00 - 5:00 p.m. |
Join us at the Racetrack |