Get a fiduciary refresh, Earn recertification credits, Gain clarity and confidence in 90 minutes

Join TruePlan® and Nixon Peabody on June 16 for a focused 90-minute virtual event built for retirement plan sponsors and fiduciary committees who want clarity, confidence and a stronger fiduciary process.

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Close fiduciary gaps

Join our fiduciary education experience to address gaps with practical guidance, real-world context and expert-led discussion.

Date: Tuesday, June 16

Time: 1:30 p.m.

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 Who should attend

This program is designed for retirement plan sponsors and fiduciary committees responsible for retirement plan oversight, governance and compliance.

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Retirement plan sponsors

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Fiduciary committees

What we’ll cover in 90 minutes

This session delivers focused fiduciary education grounded in today’s most pressing governance, compliance and regulatory challenges, with insight you can put to work immediately.

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Fiduciary fundamentals

Revisit core ERISA fiduciary duties and oversight expectations. Strengthen your understanding of what’s required to maintain a sound fiduciary process.

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Governance best practices

Examine 403(b) plan document restatements, compliance considerations and governance best practices.

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Regulatory developments

Understand key updates affecting retirement plans, including the DOL’s proposed rule affecting alternative investments in 401(k) plans.

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Risk strategies

Learn practical approaches to managing fiduciary exposure with clearer governance, stronger documentation and better-informed decision making.

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Christian Hancey 

Partner, Nixon Peabody LLP
Noah Buck

Noah Buck

President, TruePlan
Kylee Hall

Kylee Hall, CPFA

Vice President, Retirement Plan Services, TruePlan
Ryan Mcwalter

Ryan McWalter, CAIA

Senior Director of Investment Services, Retirement Plan Services, TruePlan
 
Andrew Goo

Andrew Goo

Business Development Executive, TruePlan