Wealth Advisory Group Spring Fiduciary Summit

Join us for an interactive discussion that addresses today’s hot topics and provides insight and practical advice about how to optimize benefits, and limit liability in today’s environment. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan and benefit plan best practices.

We will have Jim Dowling, CFA®, Senior Vice President, Fidelity Investments, share the findings of Fidelity’s survey of retirement plan plan sponsors, called Plan Sponsor attitudes. The survey includes over 1,500 plan sponsors across a variety of company sizes, industries and geographies. The respondents are a mix of CEO’s, CFO’s and head’s of benefits. The study provides a real time view into what company decision makers are thinking about, the challenges they feel they face and impending trends. This years study examines the impact of advisors on retirement plans, the focus on retirement readiness for employees, the impact of an aging workforce on organizations and plan design and benefit trends.


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