Whether it’s keeping up with retirement industry trends or discussing compliance and plan administration best practices, we often sponsor, speak and attend a variety of timely and engaging events. Come and join us!

Fiduciary Education Luncheon Series

These luncheons are structured to provide plan sponsors with insight into and best practices on specific areas of retirement plans so you can more effectively manage your company’s plan. To receive invitations to our Fiduciary Education Luncheons, please contact us.

Please check back for 2017 Fiduciary Education Luncheon Series schedule

Industry Events and Seminars

Friday, March 3, 2017
SWBA 2017 Benefits Workshop
(Dallas, TX)

Friday, April 7, 2017
SWBA 2017 Benefits Workshop
(Oklahoma City, OK)

Wednesday, May 24 – Friday, May 26, 2017
SWBA 42nd Annual Conference
(Houston, TX)