2025 South Florida 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.
Bonus: Introducing Compensation University!
We know it’s tough to find quality compensation training and education, that’s why Compensation University was created.
This session is taught by one of the nation’s leading compensation experts and gives you everything you need to create or update a competitive and equitable pay structure—practical, actionable guidance you can implement right away.
In just one session, you’ll walk away knowing exactly how to build or refresh a compensation program that’s competitive, fair, and aligned with your goals!
Earn CE Credits
Earn 4 Hours of SHRM CE General Credits
Earn 4 Hours of HRCI Credits
Compensation Strategies
New Health Plan Fiduciary Responsibilities
Convergence of Health & Wealth
Recruit & Retain Talent
Benefits Trend Report
Schedule
Time |
Subject |
|---|---|
8:30 – 9:00 |
Sign-in & Breakfast |
9:00 – 11:00 |
Compensation University Sessions |
11:00 – 12:00 |
Lunch |
12:00 – 12:15 |
RPU Introductions & Opening Remarks |
12:15 – 12:45 |
ERISA 101: Health & Retirement Plans |
12:45 – 1:15 |
Mitigating Fiduciary Risk |
1:15 - 1:30 |
Break |
1:30 - 2:00 |
Optimizing Employee Outcomes |
2:00 - 2:30 |
Recruiting & Retaining Talent |
2:30 - 3:15 |
Panel Discussion |
3:15 - 3:30 |
Closing Remarks & Evaluation Forms |
Venue
Davie, FL 33314